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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts
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To: roto who wrote (43866)11/18/2021 5:53:40 PM
From: Sun Tzu1 Recommendation

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ajtj99

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Matterport is in a business that benefits from network effect and critical mass. IF, and that is a big IF, they grow to make it over the bump, then you could be looking at the next NFLX. So I will be keeping a small position as a long term play. The problem with that is such playgrounds are like the run turtle hatchlings have to make to the sea. Sure, at some point in time they get to be hundreds of years old without natural predators, but most of them die before even making it a 100 yards into the sea.

Here's some info from Q3 presentation, in case you are interested: investors.matterport.com

PS I understand the technology issues in that space very well. But not so sure about the business side.
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