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#301 - Emily Holdman - Managing Director @ Permanent Equity - How To Buy Great Businesses

The Fort

CHAPTER

Should We Steward This Business?

How do you know like, yeah, we should be the steward of this? Yeah. I think that where where I mostly get on that question is if the opportunity feels like it's going to last for decades or not. And so durability really matters, pricing position really matters and then sort of specialization of the operator matters. Just on a guess, how many businesses do you see before you're at least to a maybe week should steward this, we're kind of interested?"

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