It feels disingenuous to write about anything other than coronavirus this week, but I’m neither an expert on the subject nor in a position to offer advice to any investors and business owners on how to adapt to changing circumstances. What I am trying to do, and did this week with Mikel Berger from Little Engine Ventures and next with Justin Turner from Traction Capital Partners, is share conversations with investors who are experiencing this first hand. I hope these interviews give you a sense of what others are feeling and doing to handle these crazy times. Let me know if there’s someone you’d like to hear from on the podcast and I’ll see if we can arrange it.
While I’m not qualified to offer any constructive advice on operating your business during this time, what I can offer is a friendly ear. I’m always happy to jump on the phone to work through an idea with you or just listen. Always feel free to reach out.
Capital Notes
Brent Beshore did a podcast with Patrick O’Shaughnessy about what he’s seeing in the market and his portfolio. His firm Permanent Equity published a small business focused review of the CARES Act.
The Polsky Center from U of Chicago published an interview with a searcher, Trevor Lwin that was excellent.
From Andy Ellis at Localize Capital: The World Isn’t Ending, It Is Just Changing. Are You Paying Attention?
Chenmark Capital talked more about how they think about small company acquisition in this newsletter edition.
This was fantastic: Lessons from 11 years of Operating: Mestek
Grant Thornton ran a survey on post-acquisition 100 day plans from PE firms.
Private equity firms are investing in Japanese onsens.
Wendover Productions made an interesting video about Coronavirus’s effect on the airline industry.
Adam Keesling wrote an interesting guest post on Divinations about Sonos.
Finally, this tweet from Kelie Morgan cracked me up.
If you found an interesting article, podcast, or interview that I missed, please let me know, I’m always looking for interesting stuff.
