Alex Behring
๐ค SpeakerAppearances Over Time
Podcast Appearances
Yeah, amazing, yeah.
Look at what he drove there.
It's one of the most successful stories of all time.
I mean, we're lucky to have Patrick with us now as exec chair at RBI.
And he basically took so much share from other large players to be able to tech business.
That's exactly right.
And he took so much share from the other large players and from the small mom and pop players because he built a tech platform.
So that's probably the best example you're going to find.
And that's true for every other consumer business.
Hopefully, because you're going to need a
burger every now and then.
I think people, again, may not perceive how
Focused we are on business quality, first and foremostly.
If you were to participate on investment discussions here, for instance, what proportion of those meetings is dedicated to determining whether a business is really good or not in the bulk of it versus talking about what the cost opportunity is.
That's secondary to that.
And it's secondary to the quality of the business and the growth potential.
I think that may surprise some people, frankly, that look at us from the outside in.
I think they might be surprised how lean we are as a group of people, given the size and global footprint of some of these businesses.
I don't know what else then.
It's also a function of the kinds of businesses that we like, which are successful businesses that have been around for a long time.