Roll Up
topic on 2 shows · 2 statements across 2 episodes
My First Million 
Capital Allocators
2 statements about Roll Up, every show
Sloane: A perfect hit rate in roll-ups means under-risking or moving too slowly
“Matt has a saying, if every deal is right in a roll-up, we're either not taking enough risk or not moving fast enough. It's okay to have a bad deal. That's the beauty of the model. You're able to get the most amount of capital into your winners in these consol…”
Roll-ups prioritize durability and avoiding mistakes over aggressive growth
“Like normally in business, we think growth is the best thing, but actually when you're buying businesses, it's more about not being wrong than it is about everything going right. And so you want durability when you're rolling these up.”