Comments
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KCIs the Flu running thru RV? Jake interviewing, Justine looks like she might be fighting like a champ thru it.
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YBI gave this a thumbs-up (as apparently everyone else did). However, I want to offer some constructive feedback to Justine. Although your interviews are usually excellent, I think you were too superficial with your questioning here. Each of Howard's responses was an assertion with little reasoning provided. If you're going to introduce an investment idea with a 2-3 year time horizon, viewers need to understand the logic behind what Howard is saying so we can watch the company vigilantly and monitor for reasons to exit early or perhaps to stay longer than that 2-3 years. E.g., WHAT EXACTLY did they change about their advertising that has improved sales? HOW EXACTLY did they decrease the odds of another bacterial outbreak? WHAT EXACTLY was the old CEO doing that was so harmful to the company? This could have been infinitely better as a 30-60 minute deep dive.