Invest Like the Best with Patrick O'Shaughnessy

Jeremy Giffon - Special Situations in Private Markets - [Invest Like the Best, Replay]

478 snips
Jul 23, 2024
Jeremy Giffon, a general partner at Tiny and co-founder of MediaCore, dives into the world of private markets. He discusses identifying unique investment opportunities stemming from misaligned incentives. The conversation covers the challenges faced by founders in a saturated market and the need for clear communication. Giffon shares insights on simplicity in investment strategies, the power of passion in professional life, and the significance of personal resilience. He emphasizes the value of uncovering hidden insights and maintaining open dialogue in business partnerships for lasting success.
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INSIGHT

Perfect Business Model

  • The perfect business requires no capital, generates substantial cash flow, and allows equity building through deal investments.
  • The best organizations exhibit both selection and treatment effects, enhancing individuals' careers through association.
INSIGHT

Perfect Investment

  • Perfect investments leverage coordination problems and misaligned incentives, allowing profits without deep business knowledge.
  • Focus on understanding circumstances and stakeholder incentives to identify opportunities and mitigate risk.
ANECDOTE

Ghost Ship Companies

  • Over-raised companies face challenges where VCs lack shutdown incentives and founders fear down rounds.
  • This misalignment creates opportunities to broker deals benefiting both parties, like profitable run-offs or fresh starts.
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