conglomerate roll ups
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 5, 2021 by Michael Mauboussin · across every show →
Everything said about conglomerate roll ups, oldest first
Oct 5, 2021 negative
Mauboussin: Stock-Fueled Roll-Up Strategies Eventually Collapse Under Scale Requirements
“Often where the gig ends up is that they have to do deals that are so large to perpetuate their growth rate, to perpetuate, to fulfill the expectations that it just becomes like essentially An insurmountable task.”