In fairness, they paid for scale on the basis of 1+ 1 = 3 and maybe much more.

getting a winning hand in both USA and the UK is the Nirvana

incidents like what just happened in Wisconsin and terrorist attacks, school shootings, William Tyrell type tragedies will drive responsible parents to Family Zone in droves.

i think the broad strategy is correct, market receptivity is growing. Proper implementation is the major risk, as is a disruption to the base concept.

this Ned’s time to play out.

a caution post. Family Zone raised $150M and bought a business netting $40M in revenues. I can’t see the justification of paying such a high premium.