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18 results for “market consolidation”
Concept6 mentions across episodes
Consolidation
Topic3 mentions across episodes
consolidation
Concept3 mentions across episodes
market consolidation
...play on the show before. 48 episodes in, and here we are coming up with a new acquisition category for ourselves that is, like, one of the textbook reasons why companies are merged or acquired.
32:59 / 34:08
from transcript32:59 – 34:08
...it's a marketplace where there's more of identical supply and more of identical demand. Yeah. I think we did call it consolidation there. To my mind, like, it's pretty clear this is what's happening here, especially when you bring in, as we're talkin
33:43 / 34:47
from transcript33:43 – 34:47
...Trulia. We added consolidation as a category. I think that's what I'd go with here. Because It's more network defects when you add more nodes to the network. Yeah. Like, even with all the differences we talked about, you know, at the end of the day,
1:19:30 / 1:20:45
from transcript1:19:30 – 1:20:45
...market. I chuckle, Ted, every now and then I have the opportunity to work with people and investors and companies all around the world. And sometimes I'll walk into an environment and haven't met these people, and I'll say, okay. How many people here
8:58 / 10:02
from transcript8:58 – 10:02
...especially as they acquire new businesses. And as they cross sell, as we talked about earlier, and expand, they have more and more leverage, and they can price. And so they typically if you go back to, say, 2017 when they started disclosing this, the
30:02 / 31:09
from transcript30:02 – 31:09
There's two really real reasons that they can pay bigger valuation multiples for the companies on the sale from our managers. One is the companies are just better, higher quality. So that gives them the ability to do it. The other is they have the ab
45:00 / 46:05
from transcript45:00 – 46:05
...consolidation era. Interesting. You think across multiple industries or particularly in the tech industry? Let's see. The regulatory argument would argue across multiple industries and the tech argument that I would make is that let's see. You would
51:45 / 52:45
from transcript51:45 – 52:45
Their second move they did was vet clinics because they this sounds awful. They realize people are economically irrational with their pets when it comes to health care. So they bought over, like, 1,500 vet clinics they rolled up. Commissioner Khan he
24:32 / 25:46
from transcript24:32 – 25:46
...moved in nonmarket ways, reflecting that animal spirit. Whether that manifests itself into actual deal activity to be determined. Manager consolidation and m and a is a theme that has been emerging and dominant for the last couple of years, but it is
11:09 / 12:18
from transcript11:09 – 12:18
...markets with that acquired company and therefore drive margins, which drives higher free cash flow, which enables you to kinda do this all over again. So it's this virtuous cycle, and I think the acquisitions really tie it all together. I don't know
33:44 / 34:52
from transcript33:44 – 34:52
...a consolidation era. Interesting. You think across
50:59 / 52:03
from transcript50:59 – 52:03
...most type of a market. I chuckle, Ted, every now and then I have the opportunity to work with people and investors and companies all around the world. And sometimes I'll walk into an environment and haven't met these people, and I'll say, okay. How m
8:09 / 9:24
from transcript8:09 – 9:24
of Mars in the entire chocolate industry. Yeah. That is the correct takeaway. Whenever you talk to people in the industry, this is what they're talking about. Yep. Alright. I have got a couple more. The first one is conglomeration and doing it well.
3:35:14 / 3:36:15
from transcript3:35:14 – 3:36:15
...where you basically can build out a massive, massive fixed cost base and then have great operating leverage. Can you amortize your high margin sales in huge volume across a comparatively small fixed cost base? Manufacturing businesses are like that.
3:17:15 / 3:18:20
from transcript3:17:15 – 3:18:20
that scale economies could exist in luxury. Like, you would never outsource production in luxury. Nobody realized that these things could be large scale businesses, period. They were all these small family owned niche businesses serving a small group
1:35:42 / 1:37:01
from transcript1:35:42 – 1:37:01
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