[00:03:09] Discussion on Thrasio and holdco model.
[00:03:42] Thrasio's business model: acquisition, consolidation, profit.
[00:07:36] Flawed aggregator investment thesis; only public markets.
[00:13:06] Leveraging media machine, scaling brands on Amazon.
[00:15:10] Value-driven growth on Amazon requires synergy.
[00:20:01] Holdco and conglomerates have valuable characteristic.
[00:23:09] Hesitant about holdco, distractions and lack of diversification.
[00:26:11] Leaders must avoid shiny object syndrome.
[00:28:26] Acquiring brands, liking consumers, admiring conglomerates.
[00:33:33] Leading, team, pioneer, models, human element, business.
[00:38:45] LVMH: European brands show patience, longevity.
[00:41:40] Technology enables quick scaling but also quick downfall.
[00:44:32] Limited revenue growth, questioning the pursuit of doubling.

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In the world of eCommerce, a legendary WhatsApp group is rumored to hold the secrets to unimaginable success. The catch? You must have nine figures in revenue to gain entry. The world's biggest brands have denied its existence for years, until now. Three titans known as "Operators" are leaking the secret contents in an effort to share their wealth of knowledge with people like you.

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