David Senra · Oct 26How Brad Jacobs Built 8 Billion-Dollar Companies
Jacobs's latest company, built by screening 55 industries and choosing building products distribution. He runs the same playbook of buying at reasonable prices and doubling profit, and he gets the team to vote on the monthly review agenda.
Tips
- Brad Jacobs only enters industries that are large, growing, fragmented, buyable and safe from AI▶ 27:13The same traits fit waste, equipment rental, logistics and building products, and he has built eight billion-dollar companies this way.
- Brad Jacobs treats technology as the main trend and screens industries for AI risk▶ 1:32:55Chegg's stock fell from around 50 to single digits.
