GSW enthusiasts 1 year reunion, page-192

Well, the short answer is a lot.

We all don't know what we don't know. However, the risk here is clearly to the upside. I guess investors just need to ask what it is they think they know about GetSwift, the team, and their product...

I think there is a good chance we are north of 50c heading into year-end if not materially higher. Should this outcome be the case, you won't see me here patting myself on the back. I do think you will see a bunch of "wow, I can't believe I could have made 5-10x on this and instead listened to the consensus view."