Long term investment

As Cate and I explore the forest area behind our house, we saw these blue leaves growing out of eucalyptus trees.

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?

Published by Tony Tam

Senior Engineer Manager, Engineering Productivity @ Splunk, ImpactfulEngineer.org & SFBadminton.org