Sublime

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... 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... See more

One of the craziest investing stories I’ve heard in this episode - uber ascendant in NYC in 2016. - taxi mediation owners levered them and defaulted - andrew went and got the ride by ride data for every taxi and uber that no one had ever asked for before - figured out things... See more

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... See more

Brookfield Asset Management has $750B in assets under management & 100+ yrs experience investing in the backbone of the economy They call this “a hinge moment in history” w/profound implications for inflation, interest rates, & investing Their macro update & investment plan…

Career update - I joined @natfriedman and @danielgross investing in startups. I want to meet one-on-one with 1000s of founders this year, so please reach out if you are working on something great! We lead rounds from seed to growth, investing between $1M and $100M at a time.

I doubled down on angel investing over the past 6 months. Invested $600k in the past 6 months into 8 startups... for anyone interested in startup investing - a few standout companies and spaces