Thanks crystalblue. I also think NEA is lower risk than APT for the following reasons (some also nominated by austted):
- NEA reduces client costs whereas APT increases them (austted)
- NEA has lower competition risk (crystalblue & austted)
- NEA has higher barriers to entry due to long lead times and high costs for data acquisition (another way of talking about competition risk)
- NEA has lower regulatory risk (Governments could regulate the afterpay services)
- NEA has much greater diversity of customers (size, industry group, all levels of government) whereas APT has only consumers.
Makes me realise that NEA may not be overvalued after all.
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Thanks crystalblue. I also think NEA is lower risk than APT for...
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