Member @coder32 shares his path from a non-target background to a lower middle-market (LMM) private equity shop in the south. Learn how commercial lenders are getting very aggressive with pricing and covenants to win deals and when he knew it was time to make his jump to private equity.
Jan 2023
374: Private Equity: Passive, Profitable Investments You’ve Probably Never Heard Of
Private equity is a term often left undefined. Ask most people if they’ve heard of private equity, and they’ll say yes. But ask them to explain what it is or how it works, and most Americans will struggle to come up with even a sentence. The industry of private equity investing i ... Show More
58m 59s
Nov 2023
Impactive Capital’s private equity approach to ESG-oriented activism
Lauren Taylor Wolfe, co-founder and managing partner of Impactive Capital, explains why taking a collaborative, private equity approach as an ESG-oriented activist investor leads to sustainable, long-term returns. Learn more about your ad choices. Visit megaphone.fm/adchoices
34m 34s
Nov 2023
Why Private Equity Needs to Invest More in Talent Development
Traditionally, private equity companies have created value at the companies they own by taking on debt, restructuring, and exploiting underserved opportunities. But surging interest rates and increased competition have made it much harder to deliver strong returns. Ted Bililies, ... Show More
22m 46s
Oct 2021
222: Luke Cummings – Mergers & Acquisitions: The Ultimate Game of Poker
Returning to Chat With Traders podcast, Luke Cummings—CIO of Harvest Lane Asset Management—details his funds’ core strategy of trading mergers and acquisitions… Step-by-step, Luke explains his methods of assessing a takeover bid when it first hits the market, initiating a positio ... Show More
1h 22m
Jul 2022
Ep 365. Finding Moats: Market Power, Customer Behavior, Substitution, Distribution, and Margin Protection
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon ... Show More
2h 22m
Nov 2022
Prof G Markets: Target and Walmart Earnings, Hedge Funds and Pinterest, and Estée Lauder Buys Tom Ford
Description: This week on Prof G Markets, Scott explains why Target and Walmart had such contrasting earnings reports for the third quarter, and offers his insight on Target’s brand strategy. He then shares his thoughts on why hedge funds might be buying up shares of Pinterest, a ... Show More
30m 31s
Jul 2022
636: Private Capital Explained: The 4-Second Pitch to Unlock Unlimited Funds (Part 1) w/Amy Mahjoory
Raising capital for real estate is at some point what every investor must do. When you’re buying your first rental property, you can easily use your cash savings or a conventional loan to close on the property. But, on your second, third, fourth, or one-hundredth deal, finding th ... Show More
1h 1m