[REPLAY] Will Thorndike - How Skilled Capital Allocators Compound Capital - [Invest Like the Best, EP.36]

[REPLAY] Will Thorndike - How Skilled Capital Allocators Compound Capital - [Invest Like the Best, EP.36]

This week’s guest is Will Thorndike, an author and investor whose book The Outsiders is an all-time favorite of mine. Our conversation is in two parts. First, we dive deep into the lessons of his 8-year research project studying CEOs who were master capital allocators. These CEOs include Henry Singleton, John Malone, Tom Murphy, Katherine Graham, and Warren Buffett. We discuss how these CEOs tended to be contrarians on topics like dividends, buybacks, acquisitions, and the use of debt. As we go through each of the tools in the capital allocators toolkit, you’ll hear several useful lessons for running or evaluating a business. In the second part, we cover Will’s career in private equity. Will founded and continues to run Housatonic Partners, investing in buyouts, recaps, and search funds. Will has been one of the most active search fund investors for decades, and given how much time I’ve spent in past episodes on the searchers or operators in the micro-cap, permanent equity space, it was great to get the perspective of an experienced LP. As always, we also take time to survey the dangers and opportunities in today’s private equity market. For comprehensive show notes on this episode go to http://investorfieldguide.com/thorndike For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub. Follow Patrick on Twitter at @patrick_oshag

Episoder(575)

Chris Douvos – A Value Investor Lost in the Valley - [Invest Like the Best, EP.85]

Chris Douvos – A Value Investor Lost in the Valley - [Invest Like the Best, EP.85]

My guest this week is Chris Douvos, a managing partner at Venture Investment Associates, which allocates 1.6B in behalf of investors.  Chris is the first professional allocator I’ve spoken with who f...

1 Mai 20181h 9min

Arianna Simpson – The Crypto Landscape - [Invest Like the Best, EP.84]

Arianna Simpson – The Crypto Landscape - [Invest Like the Best, EP.84]

My guest today is Arianna Simpson, who has spent her career in an around the world of technology working at startups, Facebook, and now in venture capital as an investor focused on the world of crypto...

24 Apr 201854min

Shark Tank with Thatcher Bell and Taylor Greene - [Invest Like the Best, EP.83]

Shark Tank with Thatcher Bell and Taylor Greene - [Invest Like the Best, EP.83]

We’ve always found that even in public equities, you learn more once you have a live portfolio. One of the best ways to learn is to put some capital at risk. For this episode, I asked two VCs to sit d...

17 Apr 20181h 32min

Nikhil Kalghatgi – Moonshot Investing - [Invest Like the Best, EP.82]

Nikhil Kalghatgi – Moonshot Investing - [Invest Like the Best, EP.82]

My guest this week helps me complete the first trilogy of guests on the podcast. His name is Nikhil Kalghatgi. Along with past guests Ali Hamed and Savneet Singh, Nikhil is a partner at the asset mana...

10 Apr 20181h 24min

Live EP.01 – Peter Attia, M.D. [Invest Like the Best]

Live EP.01 – Peter Attia, M.D. [Invest Like the Best]

This week’s episode was the first one that I’ve recorded live. It was the second dinner in what I expect to be a long series where I bring together 30 people from a variety of backgrounds to discuss a...

27 Mar 20181h 2min

[REPLAY] Boyd Varty – The Art of Tracking - [Invest Like the Best, EP.32]

[REPLAY] Boyd Varty – The Art of Tracking - [Invest Like the Best, EP.32]

[After talking to the brilliant string of guests the past several weeks, Patrick’s brain needed a rest—oh and a concussion didn’t help matters. To hold you over until next week, here is one of the mos...

20 Mar 20181h 24min

Albert Wenger - World After Capital - [Invest Like the Best, EP.80]

Albert Wenger - World After Capital - [Invest Like the Best, EP.80]

My guest this week is Albert Wenger, a managing partner at Union Square Ventures and the author of the book World After Capital. Albert studied economics at Harvard and earned a PhD in information fr...

13 Mar 20181h 8min

Savneet Singh - The Berkshire of Software - [Invest Like the Best, EP.79]

Savneet Singh - The Berkshire of Software - [Invest Like the Best, EP.79]

My guest this week is another in a recent series of people that makes me want to work harder, learn more, and do more for others. His name is Savneet Singh, and he has already accomplished a remarkabl...

6 Mar 20181h 21min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
pengesnakk
livet-pa-veien-med-jan-erik-larssen
rss-politisk-preik
utbytte
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
finansredaksjonen
lederpodden
stormkast-med-valebrokk-stordalen
rss-markedspuls-2
liberal-halvtime
rss-sunn-okonomi
rss-pa-konto