Travis Jamison

In this engaging discussion, Travis Jamison, a serial entrepreneur and founder of Capital Pad, shares his expertise in e-commerce and Amazon FBA. He analyzes a supplements business listed at a striking 10x multiple, revealing the risks and rewards of such acquisitions. Travis emphasizes the challenges in supply chain management and competition, while contrasting the appeal of investing in small businesses against volatile ventures. He also highlights strategies for establishing competitive advantages and the importance of operational efficiency in thriving within the marketplace.

Travis Jamison, an expert in small business investing and contributor to CapitalPad, joins the discussion about a niche SaaS billing platform valued at $7M. They explore the intriguing financial metrics, including $2M in EBITDA, and debate whether its reliance on payment processors is a risk. Travis shares insights from his 15+ business acquisitions, focusing on customer retention strategies and the importance of rigorous technical due diligence. The conversation also touches on selective investment philosophies and the challenges in financing potentially waning technology.

Travis Jamison, a savvy expert in business acquisitions, joins the hosts to evaluate a fire suppression business in NYC. They dissect the potential risks linked to heavy reliance on project-based income versus the stability of maintenance revenue. The conversation touches on the booming market driven by stricter fire regulations and the complexities of business valuation. They also consider the nuances of seller financing as an indicator of potential risks and who the ideal buyer might be, making this a captivating exploration of a unique investment opportunity.

Travis Jamison is a serial entrepreneur and investor. Among other things, Travis owns an SEO agency (Smash Digital), a holding company for cash flowing businesses (Smash.VC), and an online investing community and newsletter (Investing.io). Travis and I talk about how he got his start, all things investing (SMBs, hold co's, crypto, and the macro environment), and what the macro game is he’s playing in life. — (01:00) Getting his start with supplement businesses & AMZ Tracker (04:55) Why he likes agency businesses (09:32) How AI will impact SEO (13:27) The switch to investing & hold co’s (16:18) Why he doesn’t have an investing thesis (17:56) Whether he believes in crypto (26:51) Key things to look for when investing in businesses (30:42) When to build vs invest (34:37) Why he loves online community businesses (36:44) What’s next for Smash.vc (38:16) His superpower (39:21) The macro economic environment (41:25) The macro game he’s playing in life (47:09) His final question for listeners — Spencer’s Twitter: https://twitter.com/sp1ns1r Spencer’s blog: https://spencerkier.substack.com/ Travis’ Twitter: https://twitter.com/Travis_Jamison Investing.io: https://investing.io/ Smash.vc: https://smash.vc/ Smash Digital: https://smashdigital.com/

Travis Jamison, founder of Capital Pad, joins the discussion on a shocking swim club listing in New Jersey priced at 56 times its earnings. The team dives deep into the bizarre valuation, exploring the real estate angle and potential revenue challenges for seasonal clubs. They debate whether the worst listings might hide the best opportunities and share insights into investor matchmaking via Capital Pad. Plus, hear some lifeguard war stories and trivia from the Jersey Shore that add a fun twist to the serious investment talk!