ACX remains my strongest conviction play and my pick for the highest growth potential tech stock on the ASX.
A market ready for penetration and the class leading product in field.
Read a nice article from Montgomerys white paper where they talk about the power of the Online Trading Platform and it's relevance to the success of companies like Google/Amazon/Alibaba/Tencent.
We are at only 1% penetration. The growth runway here is absolutely massive.
Aconex is on the way to become the Amazon/Google of digital construction. Have to stay strong, ride the bumps and take the long term view here fellow holders.
ACX Price at posting:
$4.46 Sentiment: Buy Disclosure: Held