NEA is my biggest holding, 3DP was a moderate holding (but has grown into number 2 place inspite of me selling half) so my concentration risk exists mainly due to their outperformance.
The sector knowledge I've gained (mostly thanks to selected HC posters) becomes a competitive edge, hence looking at AMX and liking what I see. I took a nibble as nothing like owning something to build motivation for doing detailed research. Also helps keep me unbiased in regards potential threats to NEA.
Right now I wonder whether NEA couldn't just subscribe to AMX LIDAR etc (via 3DP?) and then offer the product to all NEA customers, that way AMX, 3DP & NEA all get a slice of the action.
AMX Price at posting:
$1.36 Sentiment: Hold Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)