Business Model Attributes That Get Our Attention

  • Recurring revenue
  • Leading market share with an ability to defend that share
  • Manufacturers of low cost and proprietary, performance-critical components of larger products – i.e., the mint in Wrigley spearmint gum
  • Companies that control scarce resources

Leading Investment Criteria Checklist

Meets one or more of our Business Model Attributes
Like-minded management team
Fair valuation

The following industries – and businesses serving these industries – get our attention.

Businesses FB Investors is not interested in include…

Real estate (with a few rare exceptions)

Earlier stage businesses

Job shops/bid businesses