Might be a silly question.. But what would be the opportunity cost for an early investor to still hold on to MPS?
If one were invested at 100x levels for more than a year (assuming no taxation from capital gains), would it make sense to switch now to better growth stocks or do you forsee MPS to be better valued at current levels to deliver the next stage of growth?
Also had a chance to talk to someone i know from digital publishing industry, he said the prospects of growth in US looks extremely promising wherein the average vendor spends have seen increase by about 1.5x with strengthening of dollar. However Europe seems to still struggle a bit where vendor spends are low.
Regards
Sreekanth
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