Trish and James Higgins of Chenmark Capital - Permanent Equity - [Invest Like the Best, EP.28]
Invest Like the Best with Patrick O'Shaughnessy
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The Competitive Landscape in the Small Business Space
The industry is actually I think quite a like friendly happy community. It is possible that as more people get involved it becomes less friendly but my sense is that we sell really long ways to go before that actually happens. We estimate that there are on the order of 200,000-ish businesses that are just in our the better stats on revenue than on cash flow. The numbers are a bit opaque but sort of clear enough to be compelling.
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