
Investment thesis
Is this business going to be stronger 10 years from now?
Is this business dominant and unique in the industry?
For every dollar it earns, how much of it does it keep for itself?
Do you love the product?
None of us need to have the whole solution, we just have the part, together we can make it whole
Investment thesis
Is this business going to be stronger 10 years from now?
Is this business dominant and unique in the industry?
For every dollar it earns, how much of it does it keep for itself?
Do you love the product?