We have a pretty strong idea of a few things. Theres there is a moat. We can see it. It's not difficult to spot what is preventing competition against this company. Why do they have a quasi monopoly going here? These guyes are ten years old. Ah, and then we have some degree of understanding about the management team. Often that's where an issue is. But in general, wed like the management team, and, you know, plan on seeing them stay there as long as forever. And then finally, we've run a preliminary view of valuation on this company, running it through all three valuation metrics because they're pretty fast. I mean, classic,

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode