Comparing the Dotcom Crash to Today (with Tom Cowan from TDM)
ACQ2 by Acquired
TDM investment model
TDM operates differently from other investment firms, following a philosophy of being long-term business owners and backing great people./nTDM has a capital pool consisting of 20 hand-selected families as clients and does not fundraise as a firm./nThe lack of fundraising mandates and an evergreen pool of capital allows TDM to invest in businesses for a long time and focus on investing./nTDM only invests in 10 to 15 businesses, allowing for a highly concentrated and focused approach./nThe punch card approach is used, with TDM having invested in only 60-odd businesses in 18 years./nSome businesses have been taken over without TDM's consent, leading to a need to find new investments.
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