The Acquirers Podcast · Thursday, September 3, 2026
Matthew Sweeney emphasizes that a 'good business' for him means one that is fundamentally sound, potentially with strong quantitative metrics like high returns on equity. He also favors businesses with predictable, long-term relevance, giving 'fire prevention' as an example of a service that will always be needed, regardless of external changes.
“And it's totally possible to make money in the market by owning crappy businesses and hoping they get less crappy.”
“I just know for me, in a concentrated portfolio, I sleep better at night knowing that the business is good in quotes.”
“So, you know, a lot of, I like for example, a lot of service businesses. And, you know, things like fire prevention. I don't care how the world changes, we're still going to need to prevent fires.”