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Brad Jacobs Plans to Make Billions in the Building Supply Industry
Odd Lots
Insights on Business Commonalities and Opportunities
There is a common thread in businesses involving physical space and the perpetual opportunity in moving and getting rid of items. Despite diverse businesses, there is a commonality in finding opportunities for scale and efficiencies. The unequal distribution of technology creates disparities in automation and competitiveness. Having access to capital allows for immediate scale and obtaining the best prices. Some attractive businesses lack the necessary capital, but there is potential for alpha capture. However, in the media business, the outlook seems bleak.
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highlights
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