“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.”
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Said on In Good Company with Nicolai Tangen
In Good Company with Nicolai Tangen · John Armitage: How He Invests, Building Egerton, and What Worries Him About AI
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states that companies with low top-line growth are riskier because they have little room for error
“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.”
“We started with about $25 million in top line revenue. And today we sit north of $350 million in top line revenue”
“I used to really check before I went and did a speech at some company, how fast the company was growing. I would ask like kind of about revenue growth and about headcount growth”
“Agents have a distress button... I had to calibrate it because they would get just a little too eager to push it”
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