Joe Magyer from lakehouse capital (The Guru, possibly the next Warren Buffet of medern investing!) is huge on this point.
The IP for alternative areas of revenue this company is building toward are hugely under estimated by the market and one of the reasons it’s Lakehouses biggest investment.
On current service alone this stock will be well in excess of $100 within 18-36 months (who knows or cares really) but will highly likely still be an excellent growth stock going forward from there (think csl at $100 not too recently). Further avenues of service will only add to the SP potential.
you mention you don’t invest in fintech other than apt and zip, I’m surprised you don’t have eml?? And potentially pointsbet? But especially eml, Great buying now for what they are doing long term despite the 300% SP rise recently ( just like apt $1 to $3 when so many people thought: Damn missed out!)
- Forums
- ASX - By Stock
- AGM UBS Wrongapalooza
Joe Magyer from lakehouse capital (The Guru, possibly the next...
-
- There are more pages in this discussion • 25 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)