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#284 - Kelcey Lehrich - Co-Founder of 365 Holdings - Buying Niche E-Comm Businesses in a Hold-Co Structure

The Fort

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The Importance of Transacting the Whole Business

The notion of like the Amazon aggregator and Thrasio and all these like news articles about raising billions of dollars to roll up e-commerce. Right now that's not clear to me whether or not our business would see a premium or a discount if we tried to transact the whole business. If somebody can prove that the market's willing to pay that price premium then those of us that have multiple assets have a Gold chase until that time.

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