Wisetech is a great business, but everyone knows that and so growth priced in. Low risk over multiple year time frame as business will continue to grow. I hope to buy one day when it has major sell-off.
NextDC not such a great business and expensive. But I've been wrong about commoditisation of data storage for a long time now, so what the fork do I know
Big Un is growing faster, has longer growth runway and available at cheaper valuation than both.
I'm not sure why Big is cheap, but perhaps like me, when most investment professional professionals look at Big initially, they see a crappy business, with no obvious moat and can't see a big market for it. That's what I thought 10 months ago, when I first looked at $0.20. A few more quarters of strong growth will see more buyers like me eating their hats.
Retail investors probably shy as they look at trailing multiples and think Big is expensive.
BIG Price at posting:
$1.42 Sentiment: None Disclosure: Held
