The Think Like an Owner newsletter is a compilation of my thoughts on investing in and operating small companies, published every other week. In the newsletter, I also share interesting and relevant resources I recently came across.
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Last year I listened to Patrick O’Shaughnessy’s interview with Matt Clifford who runs Entrepreneur First, an investment firm that helps people leave their current jobs, find a co-founder, and start a company. I find the model fascinating and have wondered how this strategy could be applied to individuals acquiring companies rather than starting them?
Permanent Equity, KKR, Will Schoeberlein, Tim Ludwig, Li Lu, Erik Berg
Cash Flow Cowboy, Tim Ludwig, Andrew Wilkinson, Ari Ozick, Michael Burry, Adam Keesling, Slate Star Codex, Oregon whales
Brent Beshore, Polsky center, Andy Ellis, Chenmark Capital, Macro-Ops, Grant Thornton, Wendover Productions, Adam Keesling, Kelie Morgan
Tim Ludwig, Grayson Morris, Searchfunder.com, Paul Graham, Matthew Ball, Amsterdam’s Schiphol airport
Capital Camp, Tim Ludwig, Collaborative Fund, Dan McMurtrie, and Eric Hornung
Tim Ludwig, Dan McMurtrie, Greenhaven Road, Good Things Don’t Scale, Mikel Berger, Capital Camp
Harvard Search Conference, Tim Ludwig, Ben Rudman, Investor Updates, Paul Graham, and Heico
Independent Sponsor Report, Scuttleblurb, Les Schwab, and David Perell
Adventur.es, Roam Research, Andrew Wilkinson, Jim Stein Sharpe, Paul Graham, and the greatest personal website I’ve ever seen
Each year I write an annual letter to readers and listeners to reflect on the evolution of the podcast and my personal growth.