In that case I wouldn't look for the ones that benefit from having a slight decrease in their Costs (like the Match Inc example you mentioned). The advantage won't translate explosively in stocks (assuming you are talking about that)
I would look for the ones that are ready to launch "the next Apple Store" which will compete directly with Apple and become #2 in market share of apps revenue in a few years. Those ones will be much more profitable to trade on.
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In that case I wouldn't look for the ones that benefit from having a slight decrease in their Costs (like the Match Inc example you mentioned). The advantage won't translate explosively in stocks (assuming you are talking about that)
I would look for the ones that are ready to launch "the next Apple Store" which will compete directly with Apple and become #2 in market share of apps revenue in a few years. Those ones will be much more profitable to trade on.