AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
Yahoo - David Sambur (Apollo Global Management), (S2, EP.05)
Private Equity Deals with Capital Allocators
The Opportunity for Tuck in Acquisitions
The business is four times as profitable now as it was in 2019, and it's almost 100% up on our underwriting case. Every one of the GMs that runs each one of those businesses has a product vision revolving mainly around making sure that we grow the audiences but then monetizing them vertically. And I do think you're going to start to see Yahoo do M&A. If you think about what's happened in online advertising, the economics around adding customers have gotten very upside down.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode