| From the Desk of Don Yocham: Price is what you pay. Value is what you get.
When you overpay for a stock, there's no value left for you. But get the price right, and you ramp your odds of success up significantly.
That's why I do Deep Dives on stocks – to uncover those opportunities that stand the best chance of double or tripling in value, lining your portfolio with profits in the process.
In today's Deep Dive, I take a side by side look at two companies. One looks extremely overvalued, the other has a lot of room to run. And by showing you how they both stack up you can see exactly why only one of them looks like a winner.
These are both Big Data plays.
And, according to McKinsey Consultants, Big Data has the potential to unlock $11 trillion in value by 2025.
But building the data sets necessary to get that value is no easy task. A lot of information still exists in the physical world on documents and forms. Or in pdfs with no structure around the information.
To bridge this digital divide at scale, companies need to automate reading those documents, pull out the necessary information, and turn it into a database.
And the two companies I'm showing you today bridge that gap through a process called Robotic Process Automation, or RPA.
It's a vital process, one that companies will pay a lot of money to accomplish. But that still doesn't mean you should pay any price to get in on the action.
To help you really understand the importance of the difference between price and value, today I've done a Deep Dive on these two RPA companies.
Although both companies have access to the same tremendous addressable market, I'll show you the vast difference the lies between them.
I would go so far as to say that one is a strong buy and the other one is flashing a red warning signal to stay away!
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