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Originally Posted by silu
Yes on fundamentals it is overvalued but I'm in it for its disruptive technology.
Can you elaborate on exactly why/how this technology is so disruptive? Is it really something that others can't easily build or copy?
Pushpay is an example of a technology that is hitting hard initially, growing fast, but ultimately isn't that special in terms of what it does and can be quite easily cloned I think. Xero on the other hand (and accounting software in general) is far more complex a product and it wouldn't be easy at all to try to compete with them. Look at Xero themselves scrapping their custom built tax thing recently and going with a partner.
Where does Serko fall on that scale?
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