#1278 Graham Weaver | Investing Legend Reveals His Investment Secrets

21 snips

Dec 4, 2023

Graham Weaver, Founder & Managing Partner of Alpine Investors, discusses his philosophies and strategies, including hiring and firing, building company culture, childhood experiences, and the importance of reading. The podcast also covers topics such as evaluating businesses for investment, barriers to entry, programmatic hiring, and hiring for attributes over experience. They also discuss the concept of the game of life being internal, 'demon mode', book recommendations, and online presence.

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ADVICE

Prioritizing Management Teams

Prioritize management teams when evaluating businesses.
Look for a "will to win" in individuals, a key indicator of exceptional people.

INSIGHT

Identifying Exceptional Businesses

Exceptional businesses exhibit high revenue quality.
Focus on revenue predictability, defensibility, and recurrence.

ADVICE

Mitigating Risk in Acquisitions

When acquiring businesses, prioritize assessing revenue quality.
Ensure there's no hidden information the seller knows that you don't.

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Graham Weaver is the Founder & Managing Partner of Alpine Investors, a people-driven private equity firm that invests in software & service businesses. He also teaches a top-rated Strategic Management course at Stanford Graduate School of Business. In this conversation, we talk about his philosophies, how he built Alpine, hiring & firing, company culture, favorite quotes, childhood, and more.

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