for my starting 5 i need a company to possess all of these qualities.
Innovation.
I don't want companies sit still and count their money. I need them to get to work and make something, something special. The world is changing at a rapid pace because of the speed of the innovation. Everybody innovates until they don't.
Potential cult followers.
I believe in the power of the brand. Brand is not what they say it is. It is what we they it is. Tesla is a great brand because it has so many people believing they are the greatest thing since the slide of bread. Go try tasting every Whiskey there is. Most of them say Jack Daniels tastes the best. but in reality they all taste same shyt. People believe Jack tastes better because their perception of Jack is better than other brands. Same goes to every leader in its space. We pay more for a better brand.
Scalability.
Hardest thing is to scale because of the competition, regulation, market climate, financial obstacles, and the lack of ambition. I look for a path to10x+. Can this company expand to overseas? create more factories? create new product lines? This is one of the reason why I like companies under 5bil market cap. it's much easier to get to 1 bil company to 10 bill company. it's much harder for a 100bil company to get to 1T.
Ambition.
Elon Musk is the richest man in the world who knows every little details of every littler operation of Tesla. That's a passion. His ambition is not of this world. Planet 13 is a small company who thinks big and who acts like big boys. Charismatic CEO changes the future of the company.
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