Niklas James, Adam Borcz, and Tony Cappeart share their expertise on self-funded search investing. Niklas dives into the risk-reward balance of the model, while Adam highlights key traits investors look for in searchers. Tony reveals common pitfalls in financial modeling, stressing the need for realistic growth expectations. The trio discusses the importance of trust and transparency in deals, the significance of industry experience, and how operational skills can trump financial knowledge. Their insights illuminate the evolving landscape of search investments.
