AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
Steve Begleiter — Private Equity, Poker, and Military History (EP.97)
Infinite Loops
Private Equity - Is There a Thesis?
Private equity is a mix of understanding why you're buying today, and having a thesis. In private equity there's really very few investments where you make money on the by. And so it's important to have a really good thesis. So i think we have lots of many theses on many things. Weve seemingly found something here that others are missing.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode