roll-up
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Apr 27, 2026 by Alex Sloane · across every show →
Everything said about roll-up, oldest first
Apr 27, 2026
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…”