It is an incredible company, an absolutely dominant business.  However they manage in a way that does not look shareholder first.  No one cares about the risks if the stock is going up.  The government could suddenly exercise controls.

He likes it a lot.  They are disrupting the supply chain industry.  They are well managed and there is a lot of insider ownership.  He does not think the current issue with a customer will impact the company.

They have grown 50% a year.  Last year they had an execution issue and dropped their guidance.  He found they were growing too aggressively and it was irritating customers.  People didn’t understand this was the problem.  Over the last two quarters they have been beating expectations.  They are at 20% free cash flow growth now.  (Analysts’ target: $165.00).

An enterprise software company that made a bunch of acquisitions over the last few years.  You are investing in management and their ability to deploy capital.  He likes it.  He cautions that you have to pay the right price for the stock.