Eugene Levin
๐ค SpeakerAppearances Over Time
Podcast Appearances
There are no, I haven't met investors who do small cap value.
So you need to grow.
And if you buy a company like, in this case, Moz, that doesn't grow.
So Moz was around 100 mil.
But when they were selling, now they're smaller.
Yeah, now they're probably around 70.
But if we bought them, we would combine a fast-growing business with business that is sizable but not growing.
So your total growth goes down.
And like I said, if you're a small cap, you're really priced based on growth rather than anything else.
So it just was a deal where you combine two companies, and some of the two is less than both of them separately.
Listen, so our CEO, he was extremely upset.
I don't recall seeing him so upset.
No, no, from the stock, yeah.
We didn't have time to read anything, so we just saw the stock price.
You know, investors call you and, like, what's going on?
What's going on?
So he was a bit upset.
And I understand why.
It's kind of like you have a baby, and you bring your baby, like your daughter, to the ball, and nobody wants to dance with your daughter.
So it's not nice.