CAB 2.67% $2.19 cabcharge australia limited

Uber stopped dead in its tracks, page-17

  1. RoE
    592 Posts.
    Good luck to you amplified22. I generally agree with your statement about pricing risk so that every stock has an appropriate value based on its particular circumstances, however truly disruptive (the most over-used word in modern invetsing !) business models (and I don't just mean internet enabled, or those that simply disintermediate someone in the value chain) can render its competition obsolete. Amazon killed Dymocks....there was no price for a Dymocks share that impounded the risk of Amazons model. Uber and AirBnB are the same....they are truly disruptive because they make use of otherwise idle assets and are therefore a marginal cost player, whereas CAB is a total cost player. - they cant win.

    Anyway, that's my view, and I agree DYOR !
 
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