376. Architecting a Thesis-Driven Philosophy, Why There's Riches in Niches, How Founder-Market Fit is Changing, and Building the Largest Community of Emerging Managers (Rick Zullo)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
00:00
How to Invest in a TAM Market
I think we're always thinking about them but I think, you know, like, Starday is a great example of this. Like, if you looked at what they were in the first six months of this system, for those who don't know Starday, it's a conglomerate of national food products. Once that they can have 55% plus land and contribution margins in the first couple years. Each one of those things becomes a dividend. It becomes an ATM machine that over the course of the next 10 years, hope is that started, launches 100 brands and each one is that same.
Transcript
Play full episode
