The Importance of Price in Assessing Business Quality

Jeremy Raper returns to The Business Brew to discuss what he has been up to lately.  Jeremy is currently focused on smaller situations and being the catalyst for value realization.  We hope this episode is entertaining and informative.  We also implore you to do your own research and due diligence.
His bio can be found at https://rapercapital.com.  He describes himself as follows:
Australian born and raised, I majored in History at Harvard University (Class of ’08). I have 12+ years of buy- and sell-side experience in a variety of roles, and currently manage my personal account full-time. I tend to view the equity markets through a credit analyst’s lens (‘thinking like a creditor rather than an owner’); I try to consider the whole capital structure of an enterprise when I invest; and I believe sustainable free cash flow is the primary foundation of business value. I have little interest in purported growth stocks (unless on the short side if there is a balance sheet/restructuring angle).