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Monday, November 05, 2018 11:32:22 PM
Another point would be that how valuable the 'tech' is is a secret. Whether that's because it is a beautiful secret or a not-so-great secret is also a secret, although the quarterly results aren't and IMO they provide a window into the reality.
Another point would be that the data collection is likely being done using javascript - ie easily done by others - but that as usual Rory and team are doing it first. So as with the other things they are doing - it has potential as a first mover, but also the danger of not really being 'light years' ahead. Some may have picked up on Rory's comments in a video a few months back about needing to stay ahead of the competition - which implied that they really aren't that far ahead.
My philosophy is to just be honest and balanced, and let the market decide if it agrees or not.
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