You make a number of valid points. I beg to disagree on your assertion that "no business knows whether their revenue model will remain fully intact". Companies like Boeing, Caterpillar, FedEx, Oracle, Coca-Cola, Technology One, CSL Pharma etc know that their revenue business model will remain fully intact 3-5 year out. What do all these companies have in common? A durable competitive advantage.
GSW Price at posting:
$2.92 Sentiment: None Disclosure: Not Held
