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So Brad is one of these guys that he never, he never, he doesn't speak at all.

So you have to really work him to speak.

But his story is really, it's a fascinating story.

And I want to get an update because you spoke, those of you,

Ray Turner, if you were here in Austin, so you got, okay, so do you guys remember Brad, his

speech on debt?

You know, you missed out on the nut bar company.

Which one was this?

West.

The small bar quest, I guess it's like a billion dollar brand now.

Sold for a billion, yeah.

Sold for a billion, yeah. Sold for a billion. But I'm going to give you his quick backstory, and then we're going to

jump into like the update of this story. So I would say Brad is a creative capitalist that's

very opportunistic, and he buys SaaS companies. And many people think you can't buy a SaaS

company. I'm just willing to pay 3, 4, 5, 6x.

He gets these deals done at like 0.6x,

and he buys a $5 million AR company,

and he only puts up 2.5 million of his own equity, maybe more,

but then uses debt to do the rest, so he's not a lot of exposure.

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