Conglomerate Roll Ups

topic on 1 show · 1 statements across 1 episodes

Acquired

1 statements about Conglomerate Roll Ups, every show

ACQUIRED Insight
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.”
Michael Mauboussin Oct 5, 2021 ▶ 46:47 Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More · Acquired

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