After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments

King of Capital by David Carey and John E. Morris | ADI Book Club 3

Mar 29, 2023

01:08:05

AI Chapters

Episode notes

Introduction

3min

The Rise and Fall of Blackstone

3min

The Discipline of Capital Allocation

4min

How to Raise Money on Your Own

4min

The Importance of Locked Up Capital

2min

The Rise of Blackstone

2min

The Importance of Alternative Assets in a Pension Fund

4min

The Importance of Deals That Go Sour

2min

How Steve Schwartzman and Blackstone Negotiated a Deal

2min

10.

The Power of Delegation in Capital Allocation

3min

11.

The Importance of Business History

3min

12.

The History of Sanzels

3min

13.

The Importance of Liquidity in Investing

2min

14.

The Differences Between Berkshire and Blackstone

4min

15.

The Power of Peter Peterson and Steve Schwartzman

2min

16.

The Power of Foresight and Humility in Blackstone

2min

17.

The Cost of Excessive Spending

4min

18.

The Ultimate Manager: Steve Schwartzman and Tony James

2min

19.

The Importance of Independent Thought in Steve Schwartzman

2min

20.

The Current State of PE

2min

21.

The Importance of Permanent Capital in Investing

3min

22.

The Importance of Being Rich to Start a Fund

2min

23.

How to Beat the Market and Compound Capital at High Rates

2min

24.

The Positive Effects of Karbona on the Market

2min

25.

Carvona's Structure and Risks

2min

26.

The Importance of Private Equity

3min

Jason and Karan share what they learned from King of Capital by David Carey and John E. Morris.

King of Capital - https://www.amazon.com/King-Capital-Remarkable-Schwarzman-Blackstone/dp/0307886026/

The Birthday Party - https://www.newyorker.com/magazine/2008/02/11/the-birthday-party-2

Follow Jason - https://twitter.com/afterinvestor

Follow Karan - https://twitter.com/KaranMGurnani

Karan's YouTube channel - https://www.youtube.com/c/KaranGurnani