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12 results for “business durability”
And importantly, we focus on interest coverage. Because at the end of the day, companies can remain insolvent for a long time, but my first boss on Wall Street used to say nothing so focuses the mind like a coupon payment. And that is very true. When
6:45 / 7:47
from transcript6:45 – 7:47
...to b business, believe it or not, even though the margins the gross margins are lower, the net margins are higher when you factor in everything. Just a much stickier customer and just handling those orders. Yeah. And what we found was, looks a lot of
1:06:00 / 1:07:02
from transcript1:06:00 – 1:07:02
...business, you can call them the key risks or you would likely view them as the key opportunities. What really stands out? I think you mentioned some of the initiatives that you have going on, but is there something that's core in your head in terms o
45:49 / 46:58
from transcript45:49 – 46:58
So in that same period, those companies have public market access. So they tend to be better capitalized. They have, let's say, broader management teams. They have more access to resources. Those companies have done persistently and consistently bett
7:28 / 8:32
from transcript7:28 – 8:32
...business, and you yourself have said the best investors are better at 70 than at 50 than at 30. I would love to hear a lot about what you've learned about selecting great people when you don't know them as well and then making them better as part of
1:16:30 / 1:17:30
from transcript1:16:30 – 1:17:30
...business for me, and this is a key point for me in every acquisition I've ever done, what's their turn on capital? Because at the end of everything, that's what creates shareholder value. What creates shareholder value is you have a finite amount of
18:44 / 19:48
from transcript18:44 – 19:48
...the and business, not the or business. You have to drive growth measured by market share in the short term. You have to drive innovation or allocate capital well to position yourself better for the future, and you have to basically drive profitabilit
1:37:27 / 1:38:33
from transcript1:37:27 – 1:38:33
...that business, there's a lot of institutional knowledge in terms of the employees or just little things that get taken for granted, I think, later on that make a huge difference, and I really underestimated that. Well, the story I often tell with thi
15:46 / 16:56
from transcript15:46 – 16:56
...those businesses continue to operate the way they are. That's number one, table stakes. Number two is there's the constant pressure of being public, having a share price that trades daily, and a lot of the time the conversation is around capital form
42:04 / 43:06
from transcript42:04 – 43:06
...more business out there in small town America than anybody, including me had ever dreamed of. And, of course, that they built their own logistics network to service it. It's very clear that what they did was to quote Jason at Benchmark, the sort of g
1:30:42 / 1:31:50
from transcript1:30:42 – 1:31:50
...helped teach us is just how cheap very high quality cyclical businesses can become because people misunderstand or fear cyclicality in what is otherwise a very strong growth business.
43:27 / 44:30
from transcript43:27 – 44:30
...business once you're really part of it. And we do as much work as we can to maximize the chance that the business we get involved with is gonna be the next forever business for The first time I ever heard of your business was probably sixteen, sevent
1:18:34 / 1:19:49
from transcript1:18:34 – 1:19:49
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