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Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
Manage episode 407160947 series 3558418
Контент предоставлен Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Jonathan Tepper is the CIO of Prevatt Capital, a $450 million long only firm he founded in 2020 that takes a quality and value approach to own a concentrated portfolio of global monopolies. He is also the author of The Myth of Capitalism, a book we discussed alongside his career path on the show five years ago. That conversation is replayed in the feed. Our conversation this time around bookends our prior discussion, covering Jonathan’s unique upbringing and education on one end and his creation of Prevatt Capital to apply the lessons from The Myth of Capitalism on the other.
As a disclaimer, I so took to Jonathan when we first met that I’ve been an advisor to him and Prevatt Capital since launch and am an investor in the strategy.
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