It was a good presentation. Most of the information was "fluff" aimed at the consumer more than the investor. Since this was their first investor conference, it was to be expected.
The main thing that I took away from the webcast that I had forgotten about and Bob mentions 2 or 3 times was the fact that they have no long term debt. Considering how quickly they've progressed in just a couple of years, having zero long term debt is amazing.
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