Скачать или смотреть Should we buy this skiing technology company? - Acquisitions Anonymous Episode 134

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Michael Girdley (@Girdley) and Mills Snell (@thegeneralmills), discuss a Fitness Equipment Manufacturer. We’ll find out what this business does and offers to people.

Moreover, we’ll be clarifying why we hate most of the deals we are talking about and how come we really need to hate every single one.

Also, we will get to understand the importance of educating your kids in business.

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Acquisitions Anonymous episode 134

Show Notes:
(00:00) - Introduction
(00:32) - Our Sponsor is Live Oak Bank
(01:39) - Deal & financials: Fitness Equipment Manufacturer
(06:50) - How does this company work? What are they selling?
(10:26) - How does this relate to Girdley’s experience as a young swimmer?
(12:34) - What is the TAM? How much potential does this business have? What’s the moat here?
(15:43) - Why are we supposed to hate every deal?
(17:00) - How should you think about the competition on the supply side?
(20:30) - Is this relocatable? Who’d be a great fit to buy this?
(22:00) - What is the bullshit KPIs theory?
(24:54) - What is this business’s role in the world?
(25:27) - What is the importance of educating your kids in business?

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