这家公司是 Seeing Machines，股票代码是 Sen Trade，在伦敦上市。
It is Seeing Machines. The ticker is Sen Trade in London.
我们今天要讨论的公司是 Scene Machines，股票代码是 CE，在伦敦交易。
The company we want to talk about today is Scene Machines. The ticker there is CE. It trades in London.
我开始关注这家公司是偶然的，它突然出现在我的视野里，我甚至不认为它是我筛选器里的股票。它出现在我的办公桌上，我就开始研究它，我只是觉得那个（我稍后会解释的）增长曲线被市场完全错误定价了，而且这个判断很正确。
自从我买入这家公司以来，已经获得了 50% 的回报。我认为对于这个论点的第二阶段，我们有一个非常好的非对称回报。
I started looking at this company uh you know randomly just appearing I don't think it was even one of my screeners. It appear over my desk and just started doing some research into it and I just thought that the yes ramp up I will explain that later was being completely mispriced by this by the market that has worked well.
It's been a 50% return since I entered into the company. I know I think we have a very good asymmetric return for the second leg of the thesis.