MJ - this is not that new a concept- it’s been a pillar of tech stock value in the US for many years. It’s a foreign concept here cause if we can touch it, it’s worthless. Gold, coal, iron ore, stuff we dig up with sweat and big trucks. If it does not involve sweat and big trucks it’s worthless
Hence most of our greatest thinkers from an IT perspective have relocated to the States. No matter what the lovely Ruffy says - there are just too many clear signs that GSW will pop. This really is the biggest discount on the ASX i’ve ever seen. Millionaires will be made here.