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Vipul Shah's avatar

I cant find the symbol tp do further research - Can you provide the symbol please? It says VITBF but I cant find that on any of the US exchanges? Very interesting company - You obv prefer this to CSU but what abt against Chapters or ROP or Tyler?

Manuel Walz's avatar

According to my knowledge, it’s not directly listed in the US and there is no ADR yet. OTC Ticker is VITBF. Chapters is a company I’m also very interested in. I like Vitec, because of it’s smaller size and longer runway + they will enter new markets like Poland, which grow very dynamically. I know, CSU does that too, but they are already very large in market cap.

Gustav's avatar

This is an excellent, well-researched post. I mean, 50 footnotes is more than I will probably ever have! I liked it, and I will need to digest it and re-read it later - it's a lot to think about, in a good way.

The most thoughtful (or not) I have to say, is about technological shifts. It's all about whether it's a "Video killed the radio star" scenario or not. That happened as predicted in the song, and was easy to see. But I don't think "Nvidia (Claude) killed the VMS star (Vitec)" is a good title or prediction. No, I don't believe that will happen, it's a simplification, and not that logical. Overall, Vitec have a strong moat.