How to Shorten Your Search: Big 3, Little 2
Acquiring Minds
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The Importance of an Industry Thesis
Samuel: I think that in the traditional search fund space, a lot of those searchers have done research and developed a thesis. But they don't think quite as much about what are the other industries that have repeat or recurring revenue dynamics that kind of mimics SaaS. And maybe there's less M&A price pressure on those industries. Sam: So I fundamentally believe in having an industry thesis, if it fits the criteria that needs to fit your life. However, I've set out personally, I had an industry thesis on a fencing business that we bought a few years ago,. It's fun because it's been successful and worked.
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