Ep 47: Investing in Irish and UK Companies with EV>$5M - Mark Flood (Renatus Capital Partners)
Buy and Build
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The Importance of Customer Concentration in Investing
Mark O'Brien: I was surprised to see that customer concentration still comes up at slightly bigger companies. It doesn't look like you have a specific sector focus, maybe a few verticals. Is that accurate and kind of how you're looking for majority ownership or are you comfortable with my mistakes? Yeah. So there's no playbook on what we do have is that we definitely will never go above probably 75% because we want to think of them very well incentivized.
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