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Deebus's avatar

From Australia:

Check out ACE and IMB - both listed on the ASX, with similar attributes to your Zedcor idea.

Macro investing -  Gertjan's avatar

Great deep dive of stocks under the radar👍 I also try to look at the lagging / undervalued stocks

Melissa Peyton's avatar

What if Acorn’s shift to recurring revenue reveals that the actual market for generator monitoring is too small to support a high software valuation once the initial hardware growth peak passes?