This interview was great. Mr. W really drove home some great detail about the interplay between the subsidiaries. I'm really impressed each time I hear his descriptions of what's going on. Then Paul B came on and I think I figured out something really important. Paul isn't the boogeyman we were making him out to be. He's probably really knowledgeable about his niche industry, technology and sales in the corrections industry. And that's probably what he really wants to focus on and is good at. What he's probably or clearly not so good at, based on the financials, is everything else that comes with the leadership role. He's probably a really good lieutenant acting in the general's role. And that's ok, not everyone is a general. I'm not. I'm more of a lieutenant myself. And there's nothing wrong with that because a general can't win the war alone. Mr W on the other hand comes across as a general. Just listen to the difference in the way the two men spoke. Mr W presents vision and strategy and detail across a portfolio of companies. Mr B sounded at first like he was just repeating something Mr W said a few days ago, and then seemed really excited when he started talking about LTTC growth opportunities. He's the lieutenant of that niche. And Mr W is the general over all the niches. I was wrong about what I said before and my friend rise was right. Paul should stay on, and let him focus on the area where he excels, technology and sales for LTTC. Leave financing, structuring, broader deal making, subsidiary interplay and strategic decisions to Alpine. And btw, 50k volume on ALPP today, nice!
