Mario Cibelli - Seeing Value in SMID
The Business Brew
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The Disadvantages of Being a Public Company
I hear this a decent amount and I have now started to experience it, but I don't know that I know a good answer for this. So what is the type of company that doesn't really work well as a public company? Well, you know, one that strikes me and look, there's a very interesting niche that they serve. It does seem over time that it will be difficult for that company to make enough money to drive enough return for its shareholders versus maybe a strategic owner. The trajectory that they have is, is, is very good right now. They raise prices are cutting costs. They're offshoring some costs. And you know, it looks like they're good
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