Travis Hoium

This is another interesting story of how businesses can just change over time.

Rick Smith sold a vast majority of his shares when the company was still Taser International.

And then he got, after Elon Musk did that huge stock compensation package, they basically copied the exact same package for Axon.

And he has done very well.

It has worked out very well for investors.

But just always an interesting wrinkle to the Axon story.

When we come back, we are going to get Lou's thoughts on his favorite restaurant, Kava.

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I am still waiting for Lou to take me to Kava at some point because we don't have it in the Minneapolis area.

But this is one of those companies that continues to perform really well.

Rachel, what did we learn from Kava this quarter?

To put their growth potential into a little bit of context, they could almost 10x the number of restaurants that they have, and they still wouldn't pass Chipotle.

So there's a lot of growth runway potential here for Cava.

Hopefully, they will make it to the upper Midwest one of these days.

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For Lou Whiteman, Rachel Warren, and Dan Boyd behind the glass, I'm Travis Hoyum.