Re: Stock of the Day: JCOM
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Thanks for the info. It seems to me that these services don't have a very wide "moat" (i.e. competitors could provide similar options fairly easily, driving down the margins). Thus JCOM will likely see its 40% margins cut in the future.
Any other opinions?
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I'd be reticent to invest in it for basically the reasons you mentioned. If I were to invest, it would be with the expectation that they'd be acquired in the short- to medium-term.
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