3DP Competitors (Tech), page-12

Thanks for highlighting this. Your research and identifying macro trends on LinkedIn has been a big influence on me to do my own research and invest once I understood the company.

I have High Conviction for 3DP. Pointerra reminds me of this quote by Peter Lynch:

"One way you can think of growth companies is to think of baseball. A normal baseball game has nine innings. You should look at a growth company and say 'I don't want to buy it in the first inning. I want to buy it when they're in the second or third inning. They've got the formula right, they've got lots of room to go.' So you want to see a company that's very early in its cycle.”

What attracted me to Pointerra is that we have a quality Aussie tech company that solves real problems in an expanding industry supported by multiple technological tailwinds and structural shifts managed by quality management with the potential to generate strong free cash flow. It’s been great that the share price has been ranging from 40-45cents for the last 2 weeks. It has allowed me to reorganise my portfolio, sell some stocks and accumulate to own as much as I can.

In terms of how I see 3DP’s cloud platform code, it reminds me of the rendering speed Google has created combining Dart and Flutter code. They don’t do what Pointerra does, however Google’s mission with Dart and Flutter is that we won’t need native apps. Everything can be run in a browser and perform just as good or significantly better than native apps.