Akshay Ramachandran is a semi-retired investor in his 20s. Akshay's most recent job was being sole analyst reporting directly to the portfolio manager. They analyzed over 60 industries and used a simple strategy: buy and hold great businesses run by great management teams. He has taken the last year off for some time traveling around the world.
On this episode, PrivatEquityGuy & Akshay discuss:
- Lessons Akshay learned as a professional investor at a 9 figure hedge fund
- How to put together a great investor deck for your Holding Company (and why 99% of decks suck; mine included)
- Why Ashtead Group and United Rental have the greatest investor decks
- Why reading and thinking is the smartest thing you can do as an investor
- Reasearch process: Trusting management teams vs not trusting management teams
- "If I don't hit these numbers, I'm willing to go to jail" - what happened next was surprising
Follow PrivatEquityGuy on Twitter: www.Twitter.com/PrivatEquityGuy
Join HoldCo Builders weekly newsletter on finding deals, raising capital, and growing small niche manufacturing businesses: https://privatequityguy.beehiiv.com/subscribe
Subscribe to the PrivatEquityGuy on YouTube: https://www.youtube.com/channel/UCmtJ2mhDPm_5MIkwHnKVisg
Links:
Akshay on Twitter
Akshay's online course: The Investor Operating System
