Exploring the Shift from Short-Term to Long-Term Thinking in Investments

Get the app

Sieva Kozinsky - Long-Term Thinking is an Advantage - Ep.212 [TLAO Replay]

Think Like an Owner

chevron_right

notes

CHAPTER

Exploring the Shift from Short-Term to Long-Term Thinking in Investments

Exploring the transition to long-term funds and the challenge of breaking away from short-termism in private equity, advocating for a shift towards a more sustainable and forward-looking approach.

00:00

Transcript

chevron_right

Play full episode

chevron_right

Transcript

Episode notes

Ep.212: Alex Bridgeman (@aebridgeman) is joined by Sieva Kozinsky (@sievakozinsky).

My guest on this episode is Sieva Kozinsky, co-founder of Enduring Ventures, a holding company founded in 2019 with 17 acquisitions to date. Sieva and I met at a dinner following the Berkshire Hathaway meeting in Omaha, his first time attending the meeting. A theme from our first conversations in Omaha that continues through this episode is long-term thinking being a huge advantage, and that compounding happens everywhere. Reputation, lessons, and learning - well beyond capital alone.

Given that our guest last week, Eric Jorgenson, is the CEO of one of Enduring's companies, I thought this would be a timely episode to bring back to the top of the feed

We talk about Sieva’s background as a founder and how it impacts his role at Enduring Ventures, how he discovered he is a better buyer than a builder, great companies and founders he’s studied and taken lessons from, and much more. Enjoy!

Listen weekly and follow the show on Apple Podcasts, Spotify, Google Podcasts, Stitcher, Breaker, and TuneIn.

Learn more about Alex and Think Like an Owner at https://tlaopodcast.com/

I want to tell you about the audience survey we are currently running. These surveys help us create the best content for listeners and better understand your needs and interests. Thank you in advance for sharing your feedback, we greatly appreciate it.

Take the survey here: https://bit.ly/3QLBB1N

Links:

Titan: The Life of John D. Rockefeller by Ron Chernow

The Gambler: How Penniless Kirk Kerkorian Became the Greatest Deal Maker in Capitalist History by William Rempel

Topics:

(00:00:00) - Intro

(00:04:27) Belief Documents

(00:09:13) Long-termism trends