

It's Not A Mid-Life Crisis: 2022 Annual Update
Jan 17, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 2min
Are You Feeling, Tim? It's Not a Big Deal.
01:40 • 2min
The Last 15 Years in Permanent Equity
03:20 • 3min
Permanent Equity - Inflation - What's the Challenge?
05:51 • 2min
Building Potential Energy in the Operating Side
07:23 • 2min
What's the Definition of Wisdom?
09:02 • 2min
I Learned What Not to Do
10:42 • 2min
Don't Make the Same Mistake When Buying Companies
12:37 • 2min
You Learned How Not to Lead From Fear
14:11 • 2min
You Opened the Letter
15:51 • 2min
Do We Want to Stretch on Valuation?
17:22 • 2min
Investing in Small Businesses
19:43 • 2min
I'm Out in You, Mark Damon.
21:37 • 2min
Private Equity
23:08 • 3min
What's the Midlife Crisis?
25:49 • 3min
CFO - What's Your New Title?
28:56 • 2min
Is She Going to Be a CFO? Is That the Best Place for You?
30:44 • 2min
The Year I'm Going to Sell My Business
32:37 • 2min
Permanent Equity - What's Next?
34:13 • 3min
The New Hari Haran
37:08 • 2min