This is a quick video but for those who do not want to watch, here is the salient point.
CEO Massoud does a great job in the three minutes allotted him in describing the principle difference between his company, Compass Diversified Holdings (CODI) and the KKR’s and Blackstone’s (BX) of the world.
Of course the gang missed the opportunity to ask him what he may be doing with it in term of potential deals but that is another point I guess.
Disclosure (“none” means no position):Long CODI, none