Connect with me :)
Linkedin - https://www.linkedin.com/in/david-barbato/
Twitter - https://twitter.com/ghrxcutvjb
Substack - https://valuehunt1.substack.com
Spotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743
Legal Disclaimer: Not Financial Advice
The information provided in this interview is for informational and educational purposes only and should not be considered legal, financial, or investment advice. I am not a financial advisor, and nothing discussed should be interpreted as a recommendation to buy, sell, or hold any financial asset or security.
Additionally, I do not promote any stocks, investment opportunities, or financial products. I have not received any compensation, payment, or incentive—financial or otherwise—for participating in this interview.
Always conduct your own research and consult with a qualified professional before making any financial or investment decisions.
Time Stamps:
00:00 Intro
01:30 How did Brent join EnWave
02:30 Professional Basketball
03:20 Why do companies pay Royalties
05:57 Industries Served
06:50 When did royalties start?
07:50 REV technology and ambitions for the future
09:10 How Recurring are these royalties
10:58 Royalty growth segmentation
11:50 Pilot Equipment Rental Conversion
14:20 Asset Light? Working Capital Management
17:13 Patent Enforceability
19:06 How do you protect patents?
21:07 Problems with Patent Enforcement
23:50 Operating Leverage
28:44 Full-Scale margin profile
29:17 Capital Allocation
30:34 Need for Capital?
32:30 Competition
34:30 What do Investors Fail to Understand
37:26 Board of Directors
39:57 Shareholder Structure
41:04 Most Impactful Experiences
43:15 Reality vs Expectations of Being a CEO
44:11 Dealing with Covid
45:07 Mentors
46:04 Business Decisions You regret
47:04 Incentives
48:17 Hardest Feedback
49:21 Accomplishments you're proud of
50:30 What can go wrong?
51:40 Predictability of Product Success
52:40 Long Term vision for the vision
53:50 What metrics should we look at?
54:30 Managing Stress
Share this post