Tobias Carlisle - Thinking Like an Acquirer (S1E2)
Flirting with Models
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Special Situations - Where Do You Source Ideas?
The idea of where to even begin sourcing ideas, figuring out how to build a portfolio is an incredibly open-ended question. Thorpe: We're trying to think like private equity investors or activists who would be looking for something that's undervalued but it's a special category of undervaluation. He says the actual emergence of a takeover or activist is still pretty rare because we're only holding about 30 positions in a long book.
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