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Listen "IP Podcast: Diploma PLC"
Episode Synopsis
In this episode we explore why we've been studying Diploma PLC, the UK-listed value-added distributor, for the last 12 months. DPLM has compounded EBITA at ~20% for over 20 years and has recently hired a new CEO that is accelerated growth. We discuss the following:
DPLM's core business model and history under Bruce
How Johnny is changing the org structure relative to other holdco serial acquirers
Changes in the M&A strategy
How we're approaching our research on DPLM for our Enterprise Tier
DPLM's core business model and history under Bruce
How Johnny is changing the org structure relative to other holdco serial acquirers
Changes in the M&A strategy
How we're approaching our research on DPLM for our Enterprise Tier
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