Security & Alarm Services

I always look at economics of the business
A bird in the hand is worth 2 in the bush and the question is how sure are you there are 2 in the bush and how long you have to wait to get them out
1. How many birds are in the bush?
2. When you gonna get them out?
3. How sure are you?
If interest rates are 15% roughly you've got 2 birds out of bush in 5 years equal to bird in the hand but if interest rates are 3% and you can get 2 birds out in 20 years it still makes sense to give up the bird in the hand because it's all gets back to discounting an interest rate. Often you don't know not only how many birds in the bush but in the case of internet companies there were not any birds in the bush but they still take the bird that you give them from the hand
Loop through all the subindustries and try to understand how many birds are in the bush from the perspective of economics of the business

Revenue	2000	2001	2002	2003	2004	2005	2006	2007	2008	2009	2010	2011	2012	2013	2014	2015	2016	2017	2018	2019	2020
Display GDP grow per year to compare with Revenue Change
1. ADT Inc ADT															467	549	2,950	4,316	4,582	5,126
2. The Brink's Company BCO	3,843	3,624	3,777	3,999	4,718	2,549	2,838	3,219	3,164	3,135	3,122	3,886	3,842	3,942	3,562	3,061	3,021	3,347	3,489	3,683
3. Helix Technologies, Inc HLIX								0			4.46				0	0.33	2.12	4.03	9.56	15.29
4. General Cannabis Corp CANN															0.24	1.76	2.98	3.52	4.62	3.67

Revenue Growth	2000	2001	2002	2003	2004	2005	2006	2007	2008	2009	2010	2011	2012	2013	2014	2015	2016	2017	2018	2019	2020
Display GDP growth per year to compare with Revenue Change
1. ADT Inc ADT	1.18	1.18	5.37	1.46	1.06	1.12
2. The Brink's Company BCO	0.94	0.94	1.04	1.06	1.18	0.54	1.11	1.13	0.98	0.99	1	1.24	0.99	1.03	0.9	0.86	0.99	1.11	1.04	1.06
3. Helix Technologies, Inc HLIX	INF	INF	0	INF	6.5	1.9	2.37	1.6
4. General Cannabis Corp CANN	7.35	7.35	1.69	1.18	1.31	0.79

Security & Alarm Services

Revenue

Revenue Growth