Dan Boyd

I actually didn't know that e.l.f.

Beauty stood for Eyelips Face, the ELF there.

Well, you're teaching me something.

Yeah.

And I'll tell you right now, between a beauty company that continues to put up wins versus a rocket company that continues to not, I can just confidently say we're going to put e.l.f.

Beauty on the watch list today, Travis.

Dan, what do you think about Toast?

I feel like this is a business that's going to go with restaurants.

If restaurants are doing well, Toast is doing well, and vice versa.

Well, not vice versa.

If restaurants aren't doing well, then Toast is probably not doing well.

What do you think, John?

Dan, thoughts on Rockets?

Well, it seems like there's a lot of corporate governance problems with L3 Harris, Lou.

Are we looking at any changes at the top there, or are they going to keep moving on with who they got?

Well, I'm not much of a rocket customer, Travis, so I'm going to go toast.

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