James Reynolds: How To Identify Businesses w/ Ecosystems of Control

Jan 28, 2022

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Hey guys! This week we have as a guest James Reynolds of Tenebrist Global. I’ve met James at Valuex Vail when he was the only person that pitched a company that was growing more than 5% per year! Certainly a hyper-growth stock. All kidding aside, he is a hyper-growth investor and this week we dug into his background, how he became an investor, his soup to nuts process, ecosystem control, Progyny, Inc ($PGNY), Caravan ($CVNA) and how businesses create win-win-win environments.

[1:00] Who is James Reynolds?
[7:00] Trying to know EVERYTHING vs JUST ENOUGH
[15:00] James’ Research Process
[17:00] Talking to Management.
[22:00] Progyny, Inc. ($PGNY)
[27:30] Founder Led Companies
[33:00] TJX Companies, Inc ($TJX)
[38:00] Ecosystem Control vs Network Effects
[45:00] Carvana ($CVNA): Building the Ecosystem Control
[58:00] Just Eat: Lacking Ecosystem Control
[1:09:00] Finding Ideas
[1:17:00] More from James and Closing Questions

If you like what you hear, please follow James on Twitter @TenebristGlobal and check out his website here.

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