Episode Details
| Title | Graham Weaver - Building Alpine - [Invest Like the Best, EP.425] |
|---|---|
| Date | 5/27/2025 |
| Podcast | Invest Like the Best with Patrick O'Shaughnessy ↗ |
Key Insights
Bullish:
- 🟢 $PE - Graham demonstrates a strong commitment to private equity, emphasizing long-term value creation and persistence in the industry despite initial challenges.
- “Through the first fourteen years at Alpine, I had seven years of private equity before that. So I'm twenty one years in the industry. I think we managed $400,000,000 or something like that, and we had a huge team and weren't really paying ourselves.” - Graham (1:27:33)
- 🟢 $TALENT - 🔒
- 🟢 $SMB - 🔒
- 🟢 $HVAC - 🔒
- 🟢 $EXECOACH - 🔒
Bearish:
- 🔻 $SLOTS - 🔒