Reflections on yesterday29 Oct 2020 07:43
Having watched the presentation yesterday I am genuinely excited in a way that I haven't been in over 20 years of investing. This is no ordinary company and we are lucky enough to be part of something special that doesn't come around too often
For those of you that didn't see the presentation (and for those of you that did here's a reminder) our two CEOs started off with a very personal introduction about their backgrounds and shared their business principles. Worth understanding:-
Do the right thing
Build relationships with partners that are either passionate , consistent or highly skilled ....preferably all three!
Surround yourself with people better than you
Winners never stop
Seek and find genuine people, avoid all the rest
Don't do business with A-holes! Life is too short
Our CEO's aren't conventional - they aren't suit-wearing conformists and aren't interested in saying what they think we want hear. They say it straight. They are a breath of fresh air. They have a passion for what they do and have industry-leading experience and knowledge. Rather than rushing to make a quick buck they have concentrated on getting everything right to ensure that what we have is the best and is sustainable. They have watched while others have failed. I love the fact that they openly admit they have made mistakes but they instil confidence by assuring us that they won't make the same mistakes again. They have thought everything through and we are now in a position to start reaping the rewards. The potential market is huge and I genuinely believe that we are at the top of the tree being guided by CEO's with a real vision. Individuals like these are the kind that have Hollywood films made about them in 10 years time. Watch this space and enjoy the ride