I guess I'm running a hypothesis on disruptive technology X a paradigm shift X a $13 billion market.
Look at the paradigm shift when builders went from employing all the trades direct ... then the subcontractors appear and now nobody employs trades direct.
Imagine a market that employs only high skilled finishing trades and replaces the hard physical, dirty and dangerous jobs with robots.
But even the finishing trades are in danger ... as Mark pointed out in recent podcast that with the accuracy of the walls, pre-made bathrooms and kitchens can be droped in via crane ... pre-plumbed and wired.
How much of the market can we grab and keep innovating to grab as much market share as we can before a competitor starts nibbling.
Maybe FBR sells off the WaaS business worldwide whilst keeping the IP and future business models a true tech R and D company.
FBR Price at posting:
2.5¢ Sentiment: Buy 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)