This was a very good summary from the latest ER. It’s structured in a nice, easy to follow narrative. Lot’s of great quotes from the ER conf call.
CEO is one of the best.
Optionality - so many things this company can offer
Speed of innovation
Consistency in results
Strong Moat
Every time I read something about this company, I keep thinking - “I don’t own enough of this. If I just buy and hold this for 10 years, it’s going to be a great investment. Don’t get cute trying to wait for a better price to buy more.”
Peace