Aaron Wasserman

Aaron Wasserman, Managing Partner at Third Period Capital, dives into the fascinating world of Graco, a $13 billion leader in fluid handling equipment. The conversation covers Graco's rich history since 1926 and its diverse applications, from lubricating machinery to coating snacks. Wasserman highlights how Graco maintains a competitive edge in the paint sprayer market through premium quality and strategic acquisitions. The insights extend to operational efficiency, revenue streams, and crucial lessons for investors in navigating market challenges.

In this episode, Aaron Wasserman, Partner at Third Period Capital, shares insights on analyzing company cultures and determining if they contribute to growth. He discusses his experience at Baron Capital, collaboration with Adam Grant, and his strategy of focusing on companies with exceptional cultures. They also explore the parallels between hockey and investing, the role of culture as a competitive advantage, and investing in global growth companies.