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Brent Beshore
Christian // // // Author of "The Messy Marketplace"
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Brent Beshore proslijedio/la je tweet
Emily Holdman 18 h
New essay out tomorrow. Those on our mailing list: watch for the change in email address (.com) Those not on our mailing list: You can sign up for the Essays & Announcements mailing list in the footer of
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Brent Beshore 19 h
Odgovor korisniku/ci @adamklutch
Correct. I was largely joking.
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Brent Beshore 19 h
Odgovor korisniku/ci @hilarybmiller
That's fair. And obviously my comments were tounge-in-cheek. Someone's gotta do the work.
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Brent Beshore 19 h
Obviously, 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 21 h
Odgovor korisniku/ci @litcapital
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Brent Beshore 22 h
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.
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Brent Beshore 22 h
Odgovor korisniku/ci @KH_9256
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Brent Beshore 22 h
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:
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Brent Beshore 5. velj
Odgovor korisniku/ci @ToddWenning @morganhousel
I see what you did there.
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Brent Beshore 4. velj
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?
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Brent Beshore proslijedio/la je tweet
Morgan Housel 4. velj
Coming later this summer ...
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Brent Beshore 4. velj
Odgovor korisniku/ci @SaintFXDad
Yes. I love to ski.
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Brent Beshore 4. velj
Odgovor korisniku/ci @SaintFXDad
⛷️✔️
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Brent Beshore 4. velj
Odgovor korisniku/ci @sarahtavel @Keith_Wasserman
🎯
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Brent Beshore 4. velj
Odgovor korisniku/ci @lattylats
I give you full credit.
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Brent Beshore 4. velj
Odgovor korisniku/ci @TMFOtter
Ha. Love it.
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Brent Beshore 4. velj
Odgovor korisniku/ci @lattylats
NICE. Well done, sir.
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Brent Beshore 4. velj
Odgovor korisniku/ci @WBPetersen
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Brent Beshore 4. velj
Odgovor korisniku/ci @WBPetersen
*plus size*
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Brent Beshore 4. velj
Odgovor korisniku/ci @WBPetersen
It's to balance out all the site visit trips to Taco Bell and Hardees.
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