How are you thinking about tariffs

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by a searcher from INSEAD
in Montreal, QC, Canada

1yr ago

How are you thinking about tariffs

With recently announced tariffs in North America, how are you thinking about tariffs? Is it all about sharing the risk with the seller via earn-out? Thanks!

1 Like

483 Views

reply by a searcher 1yr ago
from Northwestern University in Dallas, TX, USA

A great risk mitigation strategy is to avoid industries that are significantly exposed to the risks of tariffs. At this point, services is looking quite attractive vs manufacturing.

reply by a searcher 1yr ago
from University of Pennsylvania in New Haven, CT, USA

I agree with both of you. All of the risks you cite, John, are salient to a subset of industries. Essential service businesses with limited supply chain risk seem promising at the moment.