Chapter
The Problem with Conglomerates and the Value of Splitting Businesses Up
1:08:13 - 1:13:37 (05:24)
The issue with conglomerates is that there is very little synergy between the various businesses they acquire. To increase shareholder value, it's best to split these businesses up and focus on capital allocation to the best performing ones.
Clips
Bezos will be donating his yacht, which is rumored to be one of the largest in the world, but its size is yet to be confirmed.
1:08:13 - 1:08:32 (00:18)
Bezos
Summary
Bezos will be donating his yacht, which is rumored to be one of the largest in the world, but its size is yet to be confirmed.
ChapterThe Problem with Conglomerates and the Value of Splitting Businesses Up
EpisodeE55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Conglomerates lack synergy between different businesses, making it difficult to allocate capital and increase shareholder value.
1:08:32 - 1:13:37 (05:05)
Business
Summary
Conglomerates lack synergy between different businesses, making it difficult to allocate capital and increase shareholder value. The best way to grow a business is through organic growth or vertical/horizontal acquisitions, but owning unrelated businesses can be detrimental to investor interest.