Anthony Scilipoti

But if a new peer comes in play, now all of a sudden that model may not work.

And now you have a blow up.

In my podcast, The Fact Finders, I interviewed an individual who we've used before, this private investigator, and he's the one that got me onto this way of this mental model.

And he says, you know, if the CEO beats his wife and runs stop signs, kicks his dog, doesn't get along with the neighbor's

probably could be a problem.

But that's not going to show up in the financial statements.

That's not going to show up in any interviews.

You've got to kind of follow things that are going on.

What does that organization stand for?

How are they operating?

What are their values?

But not just what they write down.

The culture and the values are not what you read on the financial statements and in their press releases.

We wrote about Valiant.

We said sell Valiant.

We're the only sell on Valiant in 2012, 2013.

The company didn't blow up until 2015.

But...

And they would talk about their integrity and their, you know, how they were changing the world with the drug reformulations they were doing and so forth.

But if you look deeper, they were just manipulating the accounting and changing the pricing on drugs and creating a fraudulent network of online pharmacies.