joe dennison, portfolio manager at zettenberg capital investments. nice to have you here. >> great to be here. >> you mimgsed that you want founder-led company-centric business models, correct? >> yes, that's correct. we move strong growth companies, customer-obsessed, founder-led. founders have a much longer-term vision and over the long-term revenue and earnings gleth drives stock prices. start with netflix. >> we think it's clear all tv is moving toward on-demand streaming. millennials like myself are not going to schedule our lives around primetime viewing windows. netflix is the clear global leader. they've got the largest, most-compelling content library and a differentiated economic model that doesn't rely on advertising. u.s. business proves the model can work profitably, launched in 130 countries this year, we think subscribers and material profits will follow. >> founder-led kind of confines your next pick, tesla. to put it mildly. you've owned it since the ipo? >> that's correct. we've owned tesla since the ipo in 2010. skeptics at the tim