Thanks Daicos. Being an analyst would be close to the last thing...

Thanks Daicos. Being an analyst would be close to the last thing I'd want to do, so I'd pass on the offer., and much easier to make a few bucks directly investing I would have thought.

May I ask, how would you simply be able to track the inventory without access to internal systems?
No doubt on execution risk but from everything I've seen I think they will nail it down pretty quickly. I think the bigger risk, over the coming years if success ensues, is to forget that ultimately it is the intense focus on the customer that drives the business outcomes. Certainly the language Mark uses suggests that he truly believes this, which resonates through the organisation.