Jeremy Giffon - Special Situations in Private Markets - [Invest Like the Best, EP.336] | Invest Like the Best with Patrick O'Shaughnessy

This podcast episode delves into the complexities of private markets and the importance of considering the meta circumstances surrounding an investment decision rather than just the asset itself.

Outlines

Sign in to continue reading, translating and more.

Continue

Jeremy Giffon - Special Situations in Private Markets - [Invest Like the Best, EP.336]

Invest Like the Best with Patrick O'Shaughnessy

Unjamming Coordination Problems: Jeremy Giffon on Finding Perfect Investments in Private Markets

Uncovering Opportunities in Special Situations: Navigating Coordination Problems and Log Jams

Uncovering Hidden Opportunities in Private Markets: Special Situations Transactions

Navigating the Complexities of Buying Private Businesses: Lessons from an Experienced Investor

Simplifying Investment Analysis: Lessons from Experienced Investors

Navigating Investment Decisions: Finding Enduring Businesses and Avoiding Bad Deals

Finding Your Calling: The Path to a Fulfilling Life

The Challenges and Rewards of Business: Insights from Experienced Investors

Navigating Negotiations and Understanding Personal Falls: Insights from an Experienced Entrepreneur

Navigating Life's Challenges: The Dichotomies of Fall, Hard to Kill, and Relentless Resourcefulness

The Art of Interviewing: Uncovering True Motivations and Finding the Right Fit

Navigating Organizational Structures: The Boy, the Number Two, and the Machiavellian Approach

The Underrated Power of Social Media and Podcasting

The Illusion of Advice and the Cult of Learning

The Power of the One Call and Venture Capital Funding for Software Businesses

The Nuances of Venture Capital, Taboos in Business, and the Value of Mentorship

The Beatles: A Phenomenon of Unparalleled Success and Cultural Impact

The Art of Manager Selection: Finding the Counterfactually Useful

The Importance of Uncorrelated Weird People in Society

Jeremy Giffon - Special Situations in Private Markets - [Invest Like the Best, EP.336]

Invest Like the Best with Patrick O'Shaughnessy

00:00Unjamming Coordination Problems: Jeremy Giffon on Finding Perfect Investments in Private Markets

Unjamming Coordination Problems: Jeremy Giffon on Finding Perfect Investments in Private Markets

06:59Uncovering Opportunities in Special Situations: Navigating Coordination Problems and Log Jams

Uncovering Opportunities in Special Situations: Navigating Coordination Problems and Log Jams

12:52Uncovering Hidden Opportunities in Private Markets: Special Situations Transactions

Uncovering Hidden Opportunities in Private Markets: Special Situations Transactions

18:38Navigating the Complexities of Buying Private Businesses: Lessons from an Experienced Investor

Navigating the Complexities of Buying Private Businesses: Lessons from an Experienced Investor

25:46Simplifying Investment Analysis: Lessons from Experienced Investors

Simplifying Investment Analysis: Lessons from Experienced Investors

30:37Navigating Investment Decisions: Finding Enduring Businesses and Avoiding Bad Deals

Navigating Investment Decisions: Finding Enduring Businesses and Avoiding Bad Deals

35:40Finding Your Calling: The Path to a Fulfilling Life

Finding Your Calling: The Path to a Fulfilling Life

41:55The Challenges and Rewards of Business: Insights from Experienced Investors

The Challenges and Rewards of Business: Insights from Experienced Investors

47:14Navigating Negotiations and Understanding Personal Falls: Insights from an Experienced Entrepreneur

Navigating Negotiations and Understanding Personal Falls: Insights from an Experienced Entrepreneur

52:35Navigating Life's Challenges: The Dichotomies of Fall, Hard to Kill, and Relentless Resourcefulness

Navigating Life's Challenges: The Dichotomies of Fall, Hard to Kill, and Relentless Resourcefulness

57:00The Art of Interviewing: Uncovering True Motivations and Finding the Right Fit

The Art of Interviewing: Uncovering True Motivations and Finding the Right Fit

1:01:53Navigating Organizational Structures: The Boy, the Number Two, and the Machiavellian Approach

Navigating Organizational Structures: The Boy, the Number Two, and the Machiavellian Approach

1:06:40The Underrated Power of Social Media and Podcasting

The Underrated Power of Social Media and Podcasting

1:12:06The Illusion of Advice and the Cult of Learning

The Illusion of Advice and the Cult of Learning

1:17:08The Power of the One Call and Venture Capital Funding for Software Businesses

The Power of the One Call and Venture Capital Funding for Software Businesses

1:23:39The Nuances of Venture Capital, Taboos in Business, and the Value of Mentorship

The Nuances of Venture Capital, Taboos in Business, and the Value of Mentorship

1:29:17The Beatles: A Phenomenon of Unparalleled Success and Cultural Impact

The Beatles: A Phenomenon of Unparalleled Success and Cultural Impact

1:34:21The Art of Manager Selection: Finding the Counterfactually Useful

The Art of Manager Selection: Finding the Counterfactually Useful

1:38:50The Importance of Uncorrelated Weird People in Society

The Importance of Uncorrelated Weird People in Society