United Waste

Strategic Concepts & Mechanics

Signature MoveCultural Integration Before Operations

Signature MoveRadical Acceptance in Decision Making

Risk DoctrineAI Disruption Risk Assessment

Cornerstone MoveTech-First Consolidation Play

Decision FrameworkNon-Judgmental Concentration Discipline

Decision FrameworkMeditation as Business Edge

Signature MoveSpeed as Competitive Weapon

Cornerstone MoveFragmented Industry Roll-Up

Strategic PatternObscene Profits Industry Selection

Signature MoveProblems as Value Creation Assets

Operating PrincipleCustomer Dream Tech Discovery

Strategic PatternBig Hairy Deal Hunting

Signature MoveBig Trend Right Everything Else Wrong

Operating PrincipleIntegration Math and Music Balance

Primary Evidence

"I loved making “obscene profits” for the shareholders of United Waste, and again with United Rentals, and again with XPO. It meant that my team and I were doing our jobs in creating the most value for the investors who trusted us with their money."

Source:How to Make a Few Billion Dollars

"Our M&A game plan from the start was to avoid going head-to-head with the largest waste management companies. Instead, we went into tertiary markets like rural Mississippi and the Upper Peninsula of Michigan, places that the big incumbents overlooked, where we could be a big fish in a small pond. We rolled up landfills, then bought the collection companies that were hauling waste to those sites. In short order, we had geographic density and economies of scale. Eight years in, we sold United Waste for $2.5 billion."

Source:How to Make a Few Billion Dollars

Appears In Volumes

How to Make a Few Billion Dollars