rollups
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Nov 12, 2024 by Adam Carr · across every show →
Everything said about rollups, oldest first
Nov 12, 2024 neutral
Karr: The base rate of corporate rollups is bad
“The common trope is rollups never work. And it's true. Like the base rate on rollups is not good. It doesn't mean all rollups don't work. What are the factors and common hallmarks of rollups that are successful? And are those conditions precedent here?”