Don't Tell Kelcey Lehrich Aggregators Don't Work
The Andrew Faris Podcast
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The Argument for an Aggregator
I thought your answer was going to be more economic or something, you know. There's a really compelling capital allocation case to be made for an aggregator and I think the case goes like this. If the multiple on $5 million in Evita is better than themultiple on $1 million in Ev Rita, then I can either try to grow myself a $5 million Evita business or I could buy $5 millionEvita businesses at those multiples. So there's just like an arbitrage opportunity around the ability to grow a bigger thing because larger market investors, larger players in the market for M&A and e-commerce want larger businesses. And so I wonder and hope if
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