I have to pick the ones that sing a special tune to me.
Very well put, Saul. After a weekend’s rumination I’ve decided that the takeaway for me personally is that recurring revenue is not an option at this point in my investing journey: it is a requirement. It can be had, as we have seen, and it has worked very well thus far.
Hope everyone else has had a pleasant weekend, spent doing things you like with people you care about.
Bear