Transforming a Business Through M and a Duncan

The best advice i've ever been given, and it was by a gentleman by the name of tom hawlat apax, was very simple. The more we know the companies, the better we get at investing in them. Stick to fundamentals, hold around those fundamentals, and don't get coerced into doing other things. It's just holding discipline and having long-term view. So if you look at the next ten years,  we've already created something in two thousand dollars for our share holders through that journey. And so I would have walked away from three or four deals that i had bought along now? Absolutely not. But i'd be further along as a good quality