Tommy Mello

Have you ever heard of Vivint?

Yes.

They're like, look, we just want to give you this security system.

All you got to do is pay for monitoring.

So they give the equipment away.

They put a five-year contract on it.

And that's like gold.

Like if you could take down all the guards and be like, it's free.

I just think it's a much, and what you do is just say it's an easy monthly payment.

And, you know, I think that I'm proud to be a blue collar guy.

I think this day and age, everyone's saying learn a trade.

Even Jensen, the CEO of NVIDIA said, get into the trades, you know?

And, you know, my mentality's changed over the years of going and owning a market.

I think a lot of companies, they like to have kind of a popsicle stand in a lot of markets.

And when you sit down with private equity, venture, VC, whatever it might be, they go, how much market share?

How much of the total addressable market do you own?

And it's like, man, you look at Groundworks, they own like 20% of certain markets of all the foundation repair.

So like...

I think that's scalable systems and it's very hard to get to that level.

I mean, it is very, very hard to really own, like you recognize that name and you could do like a study to show how many people actually recognize the brand.