Sublime
An inspiration engine for ideas
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
PrivateEquityGuy (Mikk Markus)x.comRyan Petersen, CEO of Flexport, on Charlie Munger's counterintuitive business advice:
"The key to success is dumb competition."
Don't compete with AI geniuses in AI. Find your edge where the smartest people aren't looking. https://t.co/VdazTDpfjZ
The Knowledge Projectx.com
He is both well liked and very intelligent. He is also very rich. I consider his annual “Chairman’s Letter” (in the Berkshire annual report) to be indispensable reading for anyone wanting to do well in business.
Rabbi Daniel Lapin • Thou Shall Prosper: Ten Commandments for Making Money
I enjoyed this podcast with Keith Lee at Brown Capital Management (Small Cap Growth PM).
His main fund (top holdings below) has a high Tech sector exposure (60%). Keith and the team are focused on finding exceptional growth companies.
Notes from the interview:
... See more
