Between new COVID strains and Reddit revolutions, 2021 has been a crazy year—and we're only barely a month in! E-commerce is no exception to all this madness, as there seems to be a crazy trend of huge rollup companies gobbling up small Amazon FBA businesses. The rollup strategy is when a company looking to put its large capital to work merges and consolidates a bunch of small companies, aiming to make profits through economies of scale. In this episode, Dave and I talk about how the rollup model works, its potential benefits to investors and to e-commerce sellers looking to exit, and the risks that come with it. Timestamps The current trend of big investors rolling up Amazon businesses - 3:34 Why Amazon is somewhat easy (even though it's not) when it comes to running an e-commerce business - 5:20 What multiple arbitrage is - 7:51 The potential risks and rewards for rollup companies - 10:46 Some possibly incorrect assumptions that rollup companies are making - 21:26 Where COVID fits in all this - 28:26 There's no telling which way this rollup trend goes, and it would be interesting to revisit this episode with Dave in a few years to see how right (or how off base