NEA

Only a fool would suppose a stock that is taking on Google for maps.  Yet this stock has risen more than 6X in the last year.  Google service is free to the public but not to commercial users.  Nearmap is not free to anyone but provides a better service to the users.  It is more detailed, more refreshed and more relevant... hence its success.

I didn't choose it for that reason.  I just didn't get rid of it when it crumbled after its first business model failed.  When it first announced Nearmap acquisition, I thought it is mad.

With just one great model, it is now one of my most valuable stocks!  So the question is... to keep or not to keep?