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@
BrentBeshore
Flyover Country
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Christian // @PermanentEquity // @CapitalCamp // Author of "The Messy Marketplace"
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14.920
Tweetovi
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765
Pratim
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51.825
Osobe koje vas prate
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| Brent Beshore proslijedio/la je tweet | ||
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Emily Holdman
@emilyleldridge
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18 h |
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New @PermanentEquity essay out tomorrow.
Those on our mailing list: watch for the change in email address (@PermanentEquity.com)
Those not on our mailing list: You can sign up for the Essays & Announcements mailing list in the footer of permanentequity.com
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Brent Beshore
@BrentBeshore
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19 h |
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Correct. I was largely joking.
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Brent Beshore
@BrentBeshore
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19 h |
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That's fair. And obviously my comments were tounge-in-cheek. Someone's gotta do the work.
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Brent Beshore
@BrentBeshore
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19 h |
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Obviously, @PermanentEquity isn't doing mega deals that are purely financial transactions, so perhaps that's all there is to it. But, I'd guess operational control still matters a great deal and that requires human involvement/judgment.
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Brent Beshore
@BrentBeshore
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21 h |
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Brent Beshore
@BrentBeshore
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22 h |
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I can't wait for those algorithms to source opportunities, develop a relationship with the seller, negotiate and diligence, hire leadership, review incentive packages, attend board meetings, pick up late night phone calls, and co-create a growth strategy.
wsj.com/articles/vangu…
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Brent Beshore
@BrentBeshore
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22 h |
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Brent Beshore
@BrentBeshore
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22 h |
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Banker: “Now I’d like you to turn your attention to page 41, which are the 5 year projections. As you can see the business will expand profit margins, dramatically improve revenue growth, and earnings will explode.”
Me:
pic.twitter.com/Payk2ZS8pB
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Brent Beshore
@BrentBeshore
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5. velj |
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I see what you did there.
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Brent Beshore
@BrentBeshore
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4. velj |
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Got this great question through DMs. My response:
When was the last time something went materially wrong in the portfolio? When did you find out about it? Who told you and why? What was done? What was your involvement personally? How did your process change as a result? pic.twitter.com/lriEzPPZKe
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| Brent Beshore proslijedio/la je tweet | ||
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Morgan Housel
@morganhousel
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4. velj |
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Coming later this summer ... pic.twitter.com/aZaU0tmIk1
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Brent Beshore
@BrentBeshore
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4. velj |
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Yes. I love to ski.
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Brent Beshore
@BrentBeshore
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4. velj |
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⛷️✔️
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Brent Beshore
@BrentBeshore
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4. velj |
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🎯
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Brent Beshore
@BrentBeshore
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4. velj |
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I give you full credit.
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Brent Beshore
@BrentBeshore
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4. velj |
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Ha. Love it.
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Brent Beshore
@BrentBeshore
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4. velj |
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NICE. Well done, sir.
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Brent Beshore
@BrentBeshore
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4. velj |
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Brent Beshore
@BrentBeshore
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4. velj |
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*plus size*
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Brent Beshore
@BrentBeshore
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4. velj |
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It's to balance out all the site visit trips to Taco Bell and Hardees.
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