Growing through Multiple Roll-ups
M&A Science
00:00
The Importance of Predictability in Investing
I was personally comfortable with it because in my life and in my business career, I found that people drove outcomes in business. And then we were able to buy companies that the market thought were expensive, but we thought they were really cheap. For example, you look at a company like Salesforce, a very strong acquirer. They had best practices through learning from 50 different acquisitions. Every time they made an acquisition, it would add value to their shareholders. We don't invest in those and then we invest in the form of M&A.
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