A lot of private equity people are thematic investors. So they pick a thee they really like, and they r to go after that and pursue that. We've historically been far more generals and learned into these different sectors through the businesses that we own. Every single one of these industries have a niche. And i think that we tend to youd use the term boring a lot. But again, who supplies the meat? Whose does all the taco sauce come from? They're not boring to us,. I kind of say that tongue and cheet. To the people that work the're customers a suppliers. It's just a different configuration."
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)