For the last 20 years, private equity followed a simple formula: buy with leverage, cut costs, rely on multiple expansion, exit at a higher valuation. That playbook worked incredibly well. But it no longer does. In this episode, I break down why the old private equity model is structurally broken - not just cyclically - and why a new model is emerging. A model where cheap debt doesn’t save you, multiple expansion can’t be assumed, and real value creation matters more than spreadsheets. TI...
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For the last 20 years, private equity followed a simple formula: buy with leverage, cut costs, rely on multiple expansion, exit at a higher valuation. That playbook worked incredibly well. But it no longer does. In this episode, I break down why the old private equity model is structurally broken - not just cyclically - and why a new model is emerging. A model where cheap debt doesn’t save you, multiple expansion can’t be assumed, and real value creation matters more than spreadsheets. TI...
How They Turned $8 Million into $450 Million (by Following THIS #1 SIMPLE Habit)
Business Builders And Buyers (ex-HoldCo Builders)
13 minutes
2 months ago
How They Turned $8 Million into $450 Million (by Following THIS #1 SIMPLE Habit)
The greatest builders in history share one habit that changed their fortunes. You’ll hear how a single paragraph led Munger to a $500 million investment, how Jeff Bezos started Amazon because of one statistic in an article, and how Elon Musk saw an opportunity through the absence of information. This episode is about building your mental warehouse of ideas, training your intuition, and developing the kind of insight that compounds for life. The Sponsors This episode is brought to you by Ca...
Business Builders And Buyers (ex-HoldCo Builders)
For the last 20 years, private equity followed a simple formula: buy with leverage, cut costs, rely on multiple expansion, exit at a higher valuation. That playbook worked incredibly well. But it no longer does. In this episode, I break down why the old private equity model is structurally broken - not just cyclically - and why a new model is emerging. A model where cheap debt doesn’t save you, multiple expansion can’t be assumed, and real value creation matters more than spreadsheets. TI...
