Thanks to @Strawman for the (as usual) high quality interview with a business of great interest to the strawman community. I never saw the original interview and was great to ‘meet’ Jason today.

my two cents:

• huge runway
• focused on achieving cashflow positive position (but who isnt)
• acutely aware of the risk associated with short termism with regards achieving cash flow positivity (which I appreciate as I would like to think I will hold EVS > 10 years and see it become a major compounder over many many years)
• perhaps they’re at a point where the ‘big boys’ are starting to take notice of their brand and capabilities (eg SGS collaboration)
• as @Strawman alluded to you have to wonder if EVS will become a takeover target. I personally would be disappointed as I’m looking for much more than a quick profit here
• should have said I hold IRL if that wasn’t obvious