They're ops guys. Andrew and his partner Chris work off of the Buffet/Munger model used at Berkshire Hathaway. They buy good businesses they think are undervalu

They're ops guys. Andrew and his partner Chris work off of the Buffet/Munger model used at Berkshire Hathaway. They buy good businesses they think are undervalued and then bring in their ops/logistics experience to (if necessary) install a new team, get any loose ends cleaned up, and then send them on their way (retaining ownership via Tiny). They find ATMs, upgrade their software and case, and then let them run. Over time, if you're good at it (they are), you build a portfolio that is consistently cash flowing vs. a bunch of lottery tickets like the traditional VC model.