CVT 0.00% 1.5¢ covata limited

abo, couldn't have put it better. I don't go back to 2014 but I...

  1. 1,353 Posts.
    lightbulb Created with Sketch. 179
    abo, couldn't have put it better. I don't go back to 2014 but I do have vivid memories of first getting on in the high thirties and experiencing/enduring/surviving the ride since. And it has been a ride, recurring spikes have meant that even on the way down there have been numerous trading opportunities - opportunities to average down and move along at the same time.

    As to why I'm still here, well, whenever people compare against other tech stocks, I look for relative moats. And imo Covata has the biggest moat of all the newer tech caps. And as you say it is in the hottest part of the market. It i s far more suited to the Enterprise space than its closest competitors.and according to a recent Seeking Alpha note, it should now be a takeover target for one. As BYOD heats up, CVT s a natural fit. As data sovereignty takes on new meaning in Europe, CVT is THE natural fit, etc , etc.

    Polly, hope you haven't pulled the plug too soon, but time will find us all out!

    DYOR
 
watchlist Created with Sketch. Add CVT (ASX) to my watchlist

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.