GR,it is very confusing,the reason i didn't buy into afterpay is i don't like the business model.
The reason i didn't buy into tyro is because i'm not sure what the banking business model is going to look like and who is in the best position to control it.
lol EOS no excuse i'm a dh.
But the sectors u mention all have great potential ie banking,telstra,supermarkets and energy.
All have different issues and i think supermarkets have benefited greatly from corona.
So for me the question is understanding their future.
This is why i'm in no rush to buy back into tls.
I would love to own co's in each sector but as u suggest technology is changing everthing,it is or will b an industrial revolution as mmWave is rolled out ,NAS evolves to change all above business models.
So currently i'm very patient/lazy until i understand the above developing business models.
ps just 2 points,if a co started to roll out smr nuclear units i would invest in the co.
On the other hand there is a research hub being established in woollongong to develop battery technology,if it can develop fully recycable batteries with reliable/more efficient storage i would invest in that co also.
To much happening,bensons just trying to keep up,but i agree the sectors you list simplify researching ,its just selecting or waiting for that new business model to emerge in one of those sectors..
Of course can i state the obvious that tls future business model and opportunities r very clear and tls should b thriving currently not presented a 50% profit reduction and not talking about online ballet and telling all the science is in on climate change. ,
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