Eran Zinman

That's the most important factor for me, because at the end of the day, it's not what they built, but how can they change?

That's the most important factor for me, because at the end of the day, it's not what they built, but how can they change?

Going back to my point about public market, I think this is where companies are mispriced.

Going back to my point about public market, I think this is where companies are mispriced.

Everybody's priced now on the downside.

Everybody's priced now on the downside.

Again, it's because of lack of information, not because the market is not sophisticated enough.

Again, it's because of lack of information, not because the market is not sophisticated enough.

Because you don't know.

Because you don't know.

You don't know who's going to be able to change.

You don't know who's going to be able to change.

But I'm confident we will change.

But I'm confident we will change.

There's a lot of questions, how, and there's a lot of risk to it, but we're going to change.

There's a lot of questions, how, and there's a lot of risk to it, but we're going to change.

And the question is, who else is going to change?

And the question is, who else is going to change?

And who else is going to change successfully and responsibly?

And who else is going to change successfully and responsibly?