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08:20
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Originally posted by mal85:
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if you know any fundamentals of valuation, incrementally improving ROIC (improving profitability) is much more important than chasing growth- if the ROIC<WACC then incremental growth actually destroys corporate value. The exception to this is in the few cases (in my experience very few, and we generally know who they are) where scale actually improves profitability (things like marketplaces) and these sorts of businesses need a LOT of capital to get up and running (generally a VC game).
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IOT segment is projected for massive growth wouldnt getting pole position to stomp that pedal be a smart move ? don't worry rhetorical , your assumptions are based on a specific sector model not realising the transient development encroaching this space.
