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The webinar was fantastic! 🏆 You and Maurtis did a good job of passing slides and ideas between each other.

I really appreciated Maurtis discussing how $TOLL differentiates itself from $MOAT. In a nutshell, without repeating the webinar here 😏$TOLL seeks out companies with durable, dominant, and tangible moats but $MOAT is OK with transient and intangible moats. Tangible moats offer a certain margin of safety that intangibles lack.

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Great to see you here again, Boris!

I'll finish up your interview as soon as possible!

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