Invest Like the Best with Patrick O'Shaughnessy

What You Learn About Business Deals After: 12,000 Deals Reviewed, 1,500 Deep Dives, 125 Site Visits, and 7 Portfolio Companies with Brent Beshore - [Invest Like the Best, EP.100]

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Aug 21, 2018
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ADVICE

Prioritize Equity

  • Focus on the company, industry, and cyclicality when structuring deals.
  • Avoid excessive debt and prioritize equity to navigate down cycles.
INSIGHT

Seller Debt Alignment

  • Default to minimal senior debt and utilize seller debt for alignment.
  • Flexible seller debt fosters collaboration and shared risk management.
ADVICE

Industry Focus

  • Focus on blue-collar, direct-to-consumer businesses with enduring needs.
  • Consider home services like HVAC, plumbing, and landscaping due to long-term demand.
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