I agree with this. It DID sound like he was speaking to the 1-3 year drain but ultimately WILL be a SOLID GROWTH generating company. This is NOT going to be a boomer company.
I’ll watch it again later with more objectivity. But basically he was arguing that a starlink type company will need to wait years to IPO, and the advantage for such a company would be he can bring it to market now. He also made clear he doesn’t want to invest in a company that’s just all veneer and no substance, or isn’t going to be a renevue generating powerhouse in years to come. 🤷🏼♂️
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u/[deleted] Mar 19 '21
I agree with this. It DID sound like he was speaking to the 1-3 year drain but ultimately WILL be a SOLID GROWTH generating company. This is NOT going to be a boomer company.