))
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
Manage episode 407160947 series 3558418
Contenu fourni par Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.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.
Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
610 episodes
Partager
