Last week I wrote about an ASX-listed stock, CYBG PLC (CYB), which we think has strong prospects over the next few years. Over the coming weeks, I will write on other Australian stocks I have high conviction on, particularly ones where there has been a pullback in the share price, and a good entry point is on offer to investors.
Keys to success
As you know, my key variable in an investment is the size of its addressable market and what percentage of that addressable market it could take through time. The bigger the addressable market, the bigger the potential future, if management can execute well.