We get unsolicited offers all the time for the assets in the portfolio. Most of the time we just say, no to thank you. Occasionally it matters a tremendous amount. And that's when we really want to have a differentiated return profile based on that,. probably five, ten % opportunity set in terms of technology. We don't wato be on the leading or bleeding edge in these businesses. We want to see technology season enough to wear it's ano brainer to put it into the business. But at the end of the day, when i think of technology, i think of using zoom to sell. I think about using ter the latest basic marketing on line marketing techniques. Those
In this episode of Infinite Loops we spoke with Brent Beshore, CEO and Founder of Permanent Equity. In this conversation, we cover:
- What Brent has learned since making his first deal.
- How COVID-19 has impacted the businesses in Brent’s portfolios
- The importance of time horizons
- The lasting changes from COVID-19
- Finding the right partners and teams in business
You can follow Brent on Twitter (https://twitter.com/BrentBeshore) and learn more about Permanent Equity here (https://www.permanentequity.com/about-our-firm)