I feel company A provides greater upside potential for the scenario I presented. There is greater visibility for Company A, but that is priced in as it trades at a higher multiple. If the thesis plays out, Company A can reward more handsomely although with more risk (needs more tracking, better insights). I was looking if there are more factors which should be taken into consideration. Basically, invest where the puck is going not where it has been. Thanks for your insights. Summed it up nicely.
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