Tobias Carlisle - A Modern Walter Schloss
The Business Brew
00:00
Understanding the Metagame of 3G and ABM Bev
I do think there's a lot more to understanding. You know, when you're dealing with 3G, you can't actually just pull some credit from ABM bev and expect it not to impact your craft tie-ins relationship. So I think that understanding like the players and how they think helps the valuation stuff in that game. 100%. 100%. And I think if you don't understand it, it's a super easy pass on a lot of those things. There's opportunity there.
Play episode from 01:50:45
Transcript
