Is This a Commodity Relationship Business?

I don't understand also, actually what they do based on the description here. So i would have to get me much more deeply into the actual, like, where they are in the value chain,. Cause it seems like men. This is always the catch 22 of a simas some sem say, we do everything in psycle. That means you do nothing. And so overtime, over six decades, you sort of add to hodge podge of things. And what that ends up doing is ou now being mediocre at everything and there's really no experts there to scale. I probably wouldn't pursue it, just based on count of what i read there an the return estimates - but

Play episode from 35:14

Transcript

Episode notes

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app