Just caught up on the September meeting. Thanks again @Strawman, great job!! And hi to Matt! – The pleasure and education are always mine! hahahah

What stood out to me during the meeting was the difference in scaling up dev work / R&D.

The CEO of 3DP would turn down money because having 100 more developers doesn't automatically equate to more features and fixes and customers. He stated this was contrarian to the US style silicon valley company, where often in his opinion the more money for more programmers was pushed on CEOs by institutional investors.

vs.

The CEO of EVS saying (or selling the story) that if he had 100 more developers that it would equate to more features and fixs and customers. But he spoke that his experience was with silicon valley style companies.

I am not suggesting either is right or wrong. Just an interesting observation between two CEOs of two tech companies.

I too,would like to add my support to the many who have already posted. Well done Andrew.

Strawman really enjoyed the September Meeting yeasterday on many levels .

The deep dive to understand the businesses of 3DP and EVS were very valuable .

I found the comments relating to attracting talent both in sales and development by Ian interesting in order to build trust and ultimately sign acorss major customers and represents a sign of the times re hiring and keeping talent. Was pleased to hear Ian was very consious of the effective use of capital and simply wouldn't be throwing hundreds of thousands of dollars at the opportunity to land / drive revenue.

Working in logistics i can relate to what he explained.  Throwing heads or labour at a problem can be a temptation but in reality more heads can actually be the problem. Working on process with the view to reduce touchpoints and encourage simplicity with the team can often yield significantly more value and in turn develop talent in the process.

I left Ian session with Ian with good sense of where Pointerra is playing and what they are going after to drive long term value. 

The session with Jason from Envirosuite confirmed what i was thinking in terms of environment being the new economy.

The ESG focus of so many comanies in 2021 as well as US gov policy has a long way to play out but either way Envirosuite is in a ideal position to benefit .

As has been mentioned by other straws the decisions on what to do and what not to do will be critical for Envirosuite to ensure capital is appropriately allocated.

I was interrested when Jason spoke about using the OKR's at EVS. I recently read a book relating to OKR's writtem by John Doerr called "Measure What Matters".

Overall OKR are positive with it being simply but specific and accountable .

Looking forward to watching the thesis play out.

Oh it was good to see Jason acknowledge the cheap raising of capital over the past year.

Finally Matt was refreshing and interesting .

Look forward to undertaking my own research into Cogstate and inturn Maven Funds.

There seems to be much to play out for Cogstate most of which will be positive. 

Strawman, thanks and appreciate the first two months for the opportunity with premium  

I've only managed to watch around half of the meeting on playback and really enjoying the content. As a long term investor but someone who has always relied on others valuations I really appreciated the intro to Company Evaluation. I'd really love to start putting some basic evaluations together in the near future and learn more about the area. Also found Jason's segment very insightful as someone who only recently got into EVS based on Andrew's pitch last meeting.

I'm finding these meetings really add to the value proposition for Strawman Premium. Thanks so much for organising.