"The word 'digitisation' in the release must be the keyword. These medium sized insurance brokers may be 'long' on knowledge of the insurance market in whatever subsectors they operate, but enhancing sales and business productivity with highly responsive and relevant software must fill a big gap. I assume this is a key competitive advantage for Steadfast."
You've nailed it.
The result is an ever deepening and widening commercial moat.
(As an aside, it never ceases to amaze me how quiet the discussion boards are for businesses, such as SDF, which have demonstrated track records of significant shareholder value creation. And yet the most dubious, poorest-quality companies attract thousands of comments.)
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SDF Price at posting:
$4.14 Sentiment: None Disclosure: Held
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