Those Container Ships Are Just Sitting on the Damned Water

"It's such a bad model. Like it might as well be a software company." "I'm closing two or three months of, and I'm like, I really have an account on our balance sheet called prepaid inventory because it's inventory that hasn't landed yet," he says. "And the other worst part about speaking of unpredictability is who's gonna then you have all these, all these container ships of talking about stuff on the balance sheet where it's like, it's on the damn water".