Smallco takes position in iSentia (ASX:ISD) saying it's well positioned in terms of scale in an industry with high barriers to entry

Smallco takes position in iSentia (ASX:ISD) saying it's well positioned in terms of scale in an industry with high barriers to entry. ISD is the leading player in the media intelligence industry in both Australia and the relatively immature Asia Pacific region. It has 28% market share across the Asia Pacific region, over four times its nearest competitor. ISD's business involves tracking what is happening across all forms of media, filtering the data and presenting the relevant information to organisations in a very timely manner. It requires not only an efficient automated collection system, but significant human intervention. Consequently, it has considerable scale benefits and consequently high barriers to entry. The regional industry over the last few years has been growing in excess of 15% pa. Over the last few years it has made a number of acquisitions to position itself in the more rapidly growing Asian market.(VIEW LINK)


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