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Juan-pablo Mas

Jul 22, 2026

27:48
How are you dealing with that coming forward now into this new age and the like?
27:55
Yeah.
27:56
I mean, I would say I've certainly learned a lot in the last 10 years investing in action potential in the last 15 years, you know, across Morgan Thaler and Lightstone as well.
28:07
And the industry has changed and regulations have changed.
28:12
Strategic interests of acquirers have changed.
28:14
What's palatable to public investors and what can get public has changed.
28:20
Certainly as investors, you're always looking for, you know, what is the end goal and trying to identify is this building a massive company that needs to be public and we should hold our shares, you know, until they're fully optimized.

11 MINS LATER

speaker_2ADVERTISER
39:40
Yeah.

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