Subject: Re: OT: DJCO
Thanks Bill that helps a lot. Or looks like the market values it as a vertical market software company at least, so maybe it isn’t making a mistake there. I’ll keep an eye on it going forward in case AI and the maturing of tech throws all software companies down a valuation hole. I am a bit interested in the exposure to BYD though. I’ve seen and believe the hype of Chinese cars, and I think they’re poised to take leadership from the US like Japan did.