Monday, November 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:


- 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,

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

- create the environment so people can strive in their role,

- the extreme importance to have the right persons in the right places and,

- 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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