“I think if they don’t have much top line growth, what’s the room for a mistake? … that’s very important.”
♫
Said on In Good Company with Nicolai Tangen
“I’m always quite suspicious when companies don’t have much top line growth… I just decided we should sell it. And so we did sell it.”
In Good Company with Nicolai Tangen · John Armitage: How He Invests, Building Egerton, and What Worries Him About AI
Play from 20:08
20:08
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
sold Altice after noticing a slight miss in quarterly numbers and low top-line growth, citing limited room for error in the business model
Said nearby on the same subject
“We put together a growth model for the business and paired that with like, okay, how does this correlate with retail growth and distribution growth and, you know, the unit economics.”
♫
Said on Road 2 Retail
“For the last 10 years, it's only missed quarterly earnings three times. That's predictable, right?”
♫
Said on Equity Mates Investing Podcast
“It was a percentage of the business at sale, and it was vested over four years ... if we sold the business a year after we developed the phantom program, it would be 25 percent of whatever that percentage was”
JF
Jim Fitzgerald
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