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Thoughtful Money with Adam Taggart

Top CEO & Stanford Prof: What Makes A Good Investor? | Graham Weaver

Dec 26, 2024
Graham Weaver, founder of Alpine Investors and a faculty member at Stanford, shares his remarkable journey from dorm room to private equity CEO. He discusses the allure of 'unsexy' businesses and the contrast between public and private market conditions post-COVID. Weaver emphasizes the philosophy of cash flow investing, prioritizing intrinsic value and sustainable success. He also explores the essence of personal fulfillment, advocating for intentional living and the pursuit of passions to achieve true success.
57:55

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Graham Weaver emphasizes the importance of focusing on stable 'unsexy' businesses to create long-term value and resilience.
  • The current economic landscape showcases a significant disconnect between public and private market valuations, influencing investment strategies.

Deep dives

Background and Early Journey

Graham Weaver’s entrepreneurial journey began at a young age when he started Alpine Investors while attending Stanford Business School. Initially, he financed his ventures through unconventional means like credit cards, demonstrating his determination despite limited resources. His early focus was on acquiring companies, and his first investment was in a label-making business, which he bought during his first year in school. This choice of an unglamorous yet stable venture foreshadowed his later success, as he found that such businesses often yield better results than more flashy investments.

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