James Reynolds: How To Identify Businesses w/ Ecosystems of Control

Hey guys! This week we have as a guest James Reynolds of Tenebrist Global. I’ve met James at Valuex Vail when he was the only person that pitched a company that was growing more than 5% per year! Certainly a hyper-growth stock. All kidding aside, he is a hyper-growth investor and this week we dug into his background, how he became an investor, his soup to nuts process, ecosystem control, Progyny, Inc ($PGNY), Caravan ($CVNA) and how businesses create win-win-win environments.

• [1:00] Who is James Reynolds?
• [7:00] Trying to know EVERYTHING vs JUST ENOUGH
• [15:00] James’ Research Process 
• [17:00] Talking to Management. 
• [22:00] Progyny, Inc. ($PGNY) 
• [27:30] Founder Led Companies 
• [33:00] TJX Companies, Inc ($TJX) 
• [38:00] Ecosystem Control vs Network Effects 
• [45:00] Carvana ($CVNA): Building the Ecosystem Control 
• [58:00] Just Eat: Lacking Ecosystem Control 
• [1:09:00] Finding Ideas 
• [1:17:00] More from James and Closing Questions

If you like what you hear, please follow James on Twitter @TenebristGlobal and check out his website here. 

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