Avoiding the ‘Uh-Oh’ Moments
With every investment, there are things you can’t control, so you need a plan for reacting to the unexpected.
With every investment, there are things you can’t control, so you need a plan for reacting to the unexpected.
KPG has a buy and build strategy of acquiring accounting firms in Australia and the US and are planning to expand their playbook to new geographies.
Jason is a full-time private investor that has turned a small portfolio into a large nine figure portfolio from stock picking.
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It's the first 11 years when Monster Beverage was still a microcap that are the most instructive.
Have you ever stopped to think about what truly went into creating one of the most iconic works of art in history?
When I was a private investor, I was super concentrated in 2-3 stocks. All it took was one or two big winners in any given year to have a phenomenal year which I would define as a portfolio return of 75%+.
Quest’s unit economics improve with scale because Quest can effectively reduce service costs to its customers, which drives incremental business, creating the flywheel.
This presentation isn't what you are expecting, but I think you will enjoy it.
Ron talks about finding great leaders and helping to build and scale platform companies.
Keith Myers is an intelligent fanatic who founded LHC Group in 1994, took it public in 2005, and sold the business in 2023 for $5.4 billion to United Health.