industry consolidation
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 5, 2021 by Michael Mauboussin · across every show →
Everything said about industry consolidation, oldest first
Oct 5, 2021 positive
Mauboussin: Industry Shakeouts Offer Prime Investment Opportunities as Markets Consolidate
“When it rolls over, you know, so in other words, the number of companies is declining. It's actually really interesting time to invest because usually the industry itself is continuing to grow and it's a fewer number of companies that are capturing the spoils,…”