Rick Carlson
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Podcast Appearances
I don't see a company like Vista or somebody like that coming in and really trying to do something like that without the buy-in of the management and the company itself and the team.
It becomes impractical, I think, for that reason.
Certainly not impossible, but it's definitely not something that we worry about on a daily basis.
Oh, yeah, absolutely.
It's something that you think about.
Those costs are absolutely real.
There's a lot of discussion with investors.
Oftentimes, investors don't understand when we get to the point where we're talking about our CAC and LTV ratios and things that I share with you.
You know, there's strong arguments for investing, but then you've got longer payback periods than maybe an investor is not very successful.
oriented would understand.
And so in addition to just the raw dollars and overhead, there's other constraints or potential constraints if you're not careful about managing those to being public.
So for a lot of those reasons, there's certainly something that you think about.
But honestly, at this point, we have a fantastic group of investors in the company.
You mentioned Morgan Stanley.
There's just a bunch of them out there that I could name.
Yeah.
Oh, I think it's a little bit of both.
Um, I think it's a little bit of both.
We've certainly met those folks.
We've, we're, we're focused on running the business though.