A 1500 Bagger Conversation with Ryan Pape CEO of XPEL

[@MicroCapClub]

Read the full transcript of this conversation here microcapclub.com/2023/10/a-1500-bagger-conversation-with-ryan-pape-ceo-of-xpel/

[@akshaybharde4282]

That's super insightful. I guess we investors try to scrutinize the financials too much. We focus on some completely unrelated things when analyzing businesses. This interview tells us in detail what we should rather look for & that is... Management, management & management. A very honest, smart, transparent, ambitious, courageous, patient, financially prudent & capable of handling challenges manager is what you need in a Sunrise industry having strong & long tailwinds. Now pay a reasonable looking price & buy in huge quantity. Now sit on it for years & decades unless the story is over or your view changes about the management or the financials rotten beyond repair... Looks simple buy very difficult to execute.

[@iamjigar]

Really awesome interview..

[@samuelkleske5140]

That is a great interview with insightful answers

[@akshaybharde4282]

Is he pointjng to some slides? Can we get the access to those slides?