Big year coming in boring biz. While everyone’s heavy on AI, Web3, NFTs. We buy metal for $250 -> create cogs and gears -> sell them for $4,000. It feels like 1997. When the Dot-com bubble happened. Exciting!.

Is FAANG still a thing when it comes to those great returns?.

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Peter Thiel has a great line about how the best trade of the 2010s was just buying FAANG. FAANG being the five most popular and best-performing American technology companies. And if you wanted to be the best-performing hedge fund manager in the world, you just had to hold.

You can’t fake curiosity and passion. Whether it’s building a portfolio of traditional businesses that generate cash flow. Or raising venture capital or running a B2B software company. You’re competing with people who live and breathe this profession, and if you don’t… it’s.

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Decisions in life:. 2 men, both at Stanford University. Wednesdays off, one goes and plays golf the other visits manufacturing buildings in the agricultural space. Same story every Wednesday for a long time. 10+ years later. No information on the man who played golf, but the.

Building a portfolio of profitable $1-5M EBITDA businesses??. You need this intrinsic hunger and desire to do the work. There are many layers to master to get very good in this game:. 1. Find these VERY good deals (but how do you do that?). Is it you who finds them?. Do these.

Many of the $1.5-5mm EBITDA traditional businesses I've met have this one thing in common:. They've funded almost all of the expansion through reinvested earnings, with around 70-90% of the cash from operations going directly back into the company (inventory, machinery and in.

A great recipe for better investment returns?. 1) talk to even more business owners and brokers. 2) be even more selective about the deals you pursue. 3) play an even longer game.

The longer you live, the longer you can compound your holdco portfolio at 10-20% per year. Knowing this…. I perform and feel best when lifting heavy weights 2x a week, 10k steps 3-4x a week. What works best for you?.

A little mind exercise for you. Imagine this:. You're in your 30s or 40s. $200-300k in your savings account…. Healthy, with all the time and energy in the world. What career to pursue next?. Investing in profitable $10-25M businesses might be the way to go. Yes, good.

Leaving it here to investors, dealmakers, and CEOs…. From a person who has seen it all (not me tho):. Best investment advice you've ever received?. "Keep it simple stupid and focus on cash. Understand cash. Whether its a big investment, a small investment, an investment in.

I'd dont think many people have any idea what the people behind those large funds and investment firms are going throught to keep the firm going. Luckily I do a weekly podcast and get to talk to people who run, say, $300M aum funds. The most profound conversations often happen.

Links -. Apple podcast: Spotify: Youtube:

The next Andrew Wilkinson?. - Portfolio of 6 internet businesses.- cash flow cash flow cash flow.- zero outside capital.- spotting talent for portfolio companies.- 7-fig cash exit. Timestamps.0:00 Intro.0:44 Starting the first agency while working at a SaaS company.4:39

I want to turn @PrivatEquityGuy into a full-scale media company. - ca 3M impressions/month on Twitter.- HoldCo Builders: 2–4K podcast downloads/week.- Newsletter: 3.1K subs, 60% open rate (weekly for 2 yrs). Plenty of ideas, proven distribution — but limited time. Looking for a.

Most people who I've talked to and who've gone from institutional PE to entrepreneurship after buying a company have said they now work longer hours than before. When I asked the follow-up question of whether they are happier now, the answer has always been a big yes.

A great advantage for folks building larger portfolios is that their portfolio can be a goldmine of new business opportunities. For example, if they have high insurance premiums, they could start their own insurance brokerage. Or if they’re facing financing gaps for patients,.

You can see the first signs of people building something great already at university. Folks had Wednesday off. so when most of the classmates went to play golf. They went to see an almond mill. Years later. Who do you think went and built a $350M aum holdco in the.

I got some unreal dealmakers/capital allocators for you today:. A private equity firm called New Mountain Capital. Started in 2000 and have since then invested in 80 businesses. These are their THREE most notable deals which generated over $13-14 billion in gains

Read this if you want to make a lot of money acquiring companies:. Thjs advice comes from a gentleman who has done MANY great deals to date, but a while ago started with his first one like most of us all. So here's his take when it comes to the first deal:. 1. Don't worry about.