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TIP557: Mastermind Q2 2023 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
The Risks of Overpaying for Acquisitions
The two ways that you can go wrong are too much debt and overpaying. I don't know the valuation of this business. That would be the main risk that I would see. If they've got a good track record of making acquisitions and their rules are concrete, then they're probably going to do very well. It sounds like a really interesting opportunity. I'm going to keep an eye on it.
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