Cambric

other on 1 show · 8 statements across 1 episodes · said 15 times in 1 episodes since 2025

the Knowledge Project 15

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the Knowledge Project 15

2025 15 mentions in 1 episode

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8 statements about Cambric, every show

Cool: Most businesses can improve productivity 2% to 5% annually through discipline
“We think most businesses can improve productivity, you know, two to five percent a year, every year, Just by being disciplined about it.”
Tracy Britt Cool Oct 14, 2025 ▶ 1:38:37 Building Great Businesses | Tracy Britt Cool
Cool: Cambric uses 2x-3x leverage versus traditional private equity's 4x-6x
“So maybe a traditional private equity might put four to six times the leverage on a business. We'll probably do two or three times. We might also use a term of like a seller note where the seller is helping finance that which is a little bit more friendly than…”
Tracy Britt Cool Oct 14, 2025 ▶ 1:11:32 Building Great Businesses | Tracy Britt Cool
Cool: Cambric interviews 70 to 75 employees during business diligence
“We're oftentimes doing interviews, so our Cambric Business System team will spend time meeting with 70, 75 people in the business and understanding where they think the opportunities are as well.”
Tracy Britt Cool Oct 14, 2025 ▶ 57:28 Building Great Businesses | Tracy Britt Cool
Cool: An okay business earns 20% ROIC, a great one earns 50%+
“We typically say, like, an okay business is maybe 20% return on capital. A great business is probably looking at 50% plus in terms of return on capital.”
Tracy Britt Cool Oct 14, 2025 ▶ 50:36 Building Great Businesses | Tracy Britt Cool
Cool: Cambric Evaluates 500 Companies to Invest in One or Two
“We only invest in one or two companies here. We'll look at 500, so we're really selective at finding the highest quality businesses that have a long runway.”
Tracy Britt Cool Oct 14, 2025 ▶ 43:50 Building Great Businesses | Tracy Britt Cool
Cool: Competent operators can clearly articulate problems even without fixing skills
“Typically people who really know their craft and know their business and know the fundamentals can really explain why we do certain things, why we don't. They may not have all the skills to go fix it, but they understand what the issues are and what the proble…”
Tracy Britt Cool Oct 14, 2025 ▶ 40:35 Building Great Businesses | Tracy Britt Cool
Cool: Most mid-sized companies have 15 to 30 value-creating critical roles
“We find most mid-sized companies have between 15 and 30 roles that are the most critical roles to get right, and these are the ones that are creating the most value.”
Tracy Britt Cool Oct 14, 2025 ▶ 37:10 Building Great Businesses | Tracy Britt Cool
Tracy Britt Cool: Cambric is more hands-on operationally than Berkshire
“And then I think for us in terms of one thing that we do distinctively different than Berkshire is we're much more hands-on operationally.”
Tracy Britt Cool Oct 14, 2025 ▶ 21:39 Building Great Businesses | Tracy Britt Cool

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