

The Buy Box: What We Look for in Companies to Invest In | Ep 547
39 snips Jun 6, 2023
Discover the secret formula for selecting winning companies to invest in. The podcast dives into the importance of founder-led teams, showcasing how effective leadership boosts cash flow. Learn about the power of niche markets and how simplicity in business models can lead to success. The conversation also emphasizes customer loyalty and the role of word-of-mouth in driving profits. Plus, insights on building long-term value through strategic retention and recurring revenue highlight key strategies for aspiring entrepreneurs.
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Business Frameworks
- Use these frameworks to make your business more valuable.
- If you're an investor, use these lenses to invest in businesses.
Investment Criteria
- Look for cashflow-positive and profitable companies that are founder-led and growing.
- Prioritize cash flow over paper profits, especially in private investments.
Disruption Resistance
- Simple, boring companies with fewer moving parts are less susceptible to disruption.
- Consider the likelihood and timeline of AI disruption when evaluating a business.