My guest, Mark Valdez, is starting a new permanent capital holding company called Eads Bridge Holdings to acquire small profitable, durable companies with a long-term focus. What I found so interesting about Mark is he began his career in venture capital and was one of the early employees at Andreesen Horrowitz, an extremely successful and storied venture capital firm. We talk about Mark’s time in venture and parallels to the search fund world, a thesis of Eads Bridge they are exploring, and how we might apply some elements of the venture capital content playbook to small company investing.

For the full episode transcript and more, visit alexbridgeman.com/podcast.

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