Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 3min
Investing in Brands
02:41 • 3min
What Was the Best Time to Join Primera?
06:05 • 3min
Living in Downside Cases - How Does That Impact Your Modeling?
09:10 • 2min
Brand Investing
10:42 • 2min
How Private Equity Can Be a Great Brand Ownership Model
12:54 • 3min
Is Doc Martin's a Bigger Brand Than the Business?
16:08 • 3min
What Are Heritage Brands?
19:15 • 5min
How to Tell the Difference Between a Fad and Something Structurally Here to Stay?
24:15 • 2min
Is There a Recession in Consumer Spending?
25:56 • 5min
Is the Drop in Public Market Valuations Affecting the Private Markets?
30:35 • 3min
Is Technology Disruption Changing Your Investment Criteria?
33:12 • 3min
The Biggest Lesson You've Learned From an Investment?
36:35 • 3min
Don't Be Linea - It's Meant to Be Lightning Round
39:39 • 2min
Exchanges at Coleman Sacks - Great Investors Podcast
41:22 • 2min