This is both why I'm confidant and hesitant. Sullivan has once again put together a great team that has made money in the past. It worries me that he has so many intertanglings with all the members of the team and so many of them came over with him from past deals. On one hand, they have a great record of making money, on the other they have a history of eventually getting greedy and causing implosions. I'm operating under the principle that for a few years this company is going to build quickly and then just as quickly the wheels are going to come off. However, I intend to be out before then. I'll send you a PM during tonights "happy hour" with additional thoughts.
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