TIP393: Fundamentals for Private Deals W/ Brent Beshore
Trey Lockerbie chats with the CEO of Permanent Equity, Brent Beshore. They explore capital allocation in private markets.
TIP392: Frameworks for Building Billion Dollar Brands w/ Kat Cole
Trey Lockerbie chats with Kat Cole, former President and COO of Focus Brands. a portfolio company with household names like Cinnabon, Carvel, Jamba, Auntie Anne's, Schlotzsky’s and more. Focus Brands as a whole generates around $5B in revenue per year and Kat takes a deep dive into how these brands came to prominence.
TIP390: Quantitative Investing Tactics w/ Michael Gayed
Trey Lockerbie sits down with Michael Gayed. Michael is the Portfolio Manager at Toroso Asset Management and Writer of the Lead-Lag Report. Michael’s white papers have won multiple awards, including the Charles H. Dow Award in 2016. Trey and Michael discussed a lot of quantitative tactics that we don’t often explore on the show.
TIP389: Buffett’s Core Principles w/ Dev Kantesaria
Trey Lockerbie chats with Dev Kantesaria. Dev is the Managing Partner of Valley Forge Capital Management, which currently has $2.7 Billion in assets. They discuss the value of running a highly concentrated portfolio, why Dev no longer invests in Biotech after he spent 18 years in Biotech Ventures and much more!
TIP388: Lessons from Druckenmiller w/ Trung Phan
Trey Lockerbie sits down with Trung Phan. Trung is a writer for The Hustle and focuses on tech and finance. He also is a purveyor of hilarious financial content on Twitter. His popularity recently afforded him the opportunity to interview legendary investor, Stanley Druckenmiller.
