- Specialist connectivity has an important future.
- Our other company is cheap but maybe for good reason.
Our first company this week is a star with a bright future providing essential infrastructure for the next part of the digital age – it’s well worth watching for entry points. The second business by contrast is very cheap due to a legal issue. The effect of that specific problem should prove temporary, but there are other underlying problems for the business.
When looking for long-term investments, one of the best strategies is to look for companies that do something that not many other companies do.
