Quick Question18 Dec 2020 12:02
Hi,
I bought into this stock 3 years ago from a friend's tip (I knew nothing about investing at this point and of course I shouldn't have done this). Luckily however, unlike other investments this one has turned into a machine. I am now restructuring my portfolio to my stricter criteria and in the process Keywords has given me a challenge.
Despite my scepticism. I love the financial management of this company and their clear objective. Over the 3 years it has grown from a largely localization company to one that is on its way to being the go-to video game service provider according to management. Debt remains low, and revenues are growing organically too. From a value investor standpoint however though perhaps this is the end of the road for me.
A great company, but undoubtably overvalued - whether this is rightly so is what I am here to ask. It brings me to the quesiton is there anyone else in this sector with the same objective as Keywords? Who are their competition? Are they on their way to monopolising the video game service sector?
Thank you in advance to anyone willing to have a discussion or answer my question.