E024: Aggregator Models Thrasio, Diversification, Ecom Acquisitions, Brand Value Longevity & More
OPERATORS
Diversification Lessons from History
In the 80s, the diversification trend led to American conglomerates making irrational business decisions, resulting in failures like RJ Reynolds buying Nabisco. This historical lesson warns against conglomerates ignoring category relevance. Despite the well-known wisdom against such diversification, every generation tends to repeat the mistake in a different form. The current trend with companies like Thrasio is likened to financial engineering and greed, exploiting the e-commerce market. The contrast is drawn with the ethical approach of building consumer brands through multiple brand holdings, which is seen as a legitimate business strategy.
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