11/20/2023

Invest like the best → With Brad Jacobs

Good podcast with several useful takeaways for the investor and for the corporate world.

Really like the:

1. ROIC concept as a north star for every business decision (i prefer the FCFF, however at the end if both done right would lead to the same results) - due its simplicity and common-sense,

2. as important as to find a good business opportunity what you pay for it is paramount (IC of ROIC),

3. create the environment so people can strive in their role,

4. the extreme importance to have the right persons in the right places and,

5. invest only when you have an industry and technology tailwind!


Invest like the best


Enjoy!

ps - book added to the wish list. 



My guest today is Brad Jacobs. Brad’s resumé is remarkable. He has founded seven companies, all of which are billion-dollar or multibillion-dollar businesses. He has done 500 M&A transactions and raised $30 billion dollars of debt and equity capital. Currently, he is the Executive Chairman of XPO, a commercial trucking company that he started in 2011 and has grown into one of the largest logistics businesses in the world. He has also written a book that will be out in January, titled “How to Make a Few Billion Dollars”. Brad’s energy is infectious and our conversation unpacks his strategies for M&A, his propensity for speed, and methods for earning team buy-in. Please enjoy my conversation with Brad Jacobs.

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