Who are some owner-operators worth following in 2021?
I’ll start with Henry Nahmad at $EVI.
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You have to put 100% of your family’s net worth in one of them, stock market closed for 10 years, go
$ICE
- core futures markets are solid base of cash flow
- evolution of fixed income market gives data biz a runway of growth
- M&A separates co from competitors (Ellie Mae as an example)
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CEO Jeff Sprecher has a ton of $ in the company and Im making the rules to be he has to hold for 10 yrs too.
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Sounds like the incentive is aligned then!
End of conversation
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