[00:03:09] Discussion on Thrasio and holdco model.
[00:03:42] Thrasio's business model: acquisition, consolidation, profit.
[00:07:36] Flawed aggregator investment thesis; only public markets.
[00:13:06] Leveraging media machine, scaling brands on Amazon.
[00:15:10] Value-driven growth on Amazon requires synergy.
[00:20:01] Holdco and conglomerates have valuable characteristic.
[00:23:09] Hesitant about holdco, distractions and lack of diversification.
[00:26:11] Leaders must avoid shiny object syndrome.
[00:28:26] Acquiring brands, liking consumers, admiring conglomerates.
[00:33:33] Leading, team, pioneer, models, human element, business.
[00:38:45] LVMH: European brands show patience, longevity.
[00:41:40] Technology enables quick scaling but also quick downfall.
[00:44:32] Limited revenue growth, questioning the pursuit of doubling.
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