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April 2023 Mailbag: The Kids Are Alright

Rule Breaker Investing

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The Four Traits of a Rule Breaker Stock

Sonme: Sometimes companies like these, well, some companies anyway, turn cash flow positive before they turn profitable. That's often one of my favorite signs for investors is when a lot of people are like, they don't make money, but if you look at the cash flow, they make in money. And so sometimes all of a sudden those companies that initially become cash flow positive as they then start to show profit, Wall Street gets more excited about them. Sonme: Brandon just points out that the founder remains the CEO, Anthony Geisler. His team has shown a phenomenal track record of identifying fitness brands and then scaling them. I'm having fun learning to any additional thoughts.

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