Sublime

In it’s heyday, Goldman’s special situations group was the navy SEALs of money making. Today’s guest, Alan Waxman, used to run that group before leaving to build Sixth Street, now a $115b behemoth. SSG heads were sometimes of the more brainy, nerdy variety. Not Waxman. He is a force of nature and energy who apparently w... See more

Spent 7 hours researching a true master of small cap private equity: - 586 transactions - Acquire $1 million to $10 million EBITDA companies - Average deal $12 million - 72% IRR - 7x cash on cash returns He had two rare public appearanc... See more

Today’s guest, Andrew Milgram, spent $600M buying NYC taxi medallions at the peak of Uber's power—an investment which gives you a sense of Andrew’s style. He describes a “K-shaped economy,” where one small group of companies does incredibly well while the rest struggle. Amidst it all he trie... See more

I added a new agent to our AI hedge fund. The Peter Lynch agent. How it works: 1 • hunts for "ten-baggers" 2 • calculates true value 3 • focuses on simple businesses 4 • demands earnings consistency We have ... See more