Mario Cibelli - Seeing Value in SMID
The Business Brew
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The Importance of Private Equity in IPOs
We tend to stick to Western Europe and US, you know, mostly the one in the UK that we like. One is fever tree,. And the other one is Doc Martins. I was surprised to see how good the even though margins are in that business. It's pretty solid. Yeah, they're very solid. They've had a period going back in the 90s when they own manufacturing capacity and they had a different view of the world than many others. So I think that that experience is still with them. As long as they keep margins, revenues are up a little bit, revenues are down some, but they're very focused on their margins and they're not trying to meet
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