That's a big call. But, that being said, Audinate offers some of the factors that has made the very few mega Aussie tech plays like Atlassian, Altium, Wisetech, ProMedicus, Aconex etc winners
- large addressable market
- compelling margins / scalability
- international uptake
- first mover / market penetration / network effect and/or moat
The stock price jumps around a lot as it is pretty tightly held, but long term view is strong.
That's a big call. But, that being said, Audinate offers some of...
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