Newsletter
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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Issue #25: Naming a Firm
Coming up with a name for your firm is really fun and I think it’s worth spending time thinking of one that fits well and you can be excited about. After all, you need a name you can be proud of for many years. Some feel that there are more important things to work on in the early days of creating your firm, but I think a name is vitally important to get right and worth the time spent.
Issue #24: Fund Idea
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?
Issue #23: Micro PE in Public Markets
Permanent Equity, KKR, Will Schoeberlein, Tim Ludwig, Li Lu, Erik Berg
Issue #22: Building Community
Cash Flow Cowboy, Tim Ludwig, Andrew Wilkinson, Ari Ozick, Michael Burry, Adam Keesling, Slate Star Codex, Oregon whales
Issue #21: Update
Brent Beshore, Polsky center, Andy Ellis, Chenmark Capital, Macro-Ops, Grant Thornton, Wendover Productions, Adam Keesling, Kelie Morgan
Issue #20: Learning to Share Feedback
Tim Ludwig, Grayson Morris, Searchfunder.com, Paul Graham, Matthew Ball, Amsterdam’s Schiphol airport
Issue #19: Building your Competitive Advantage
Capital Camp, Tim Ludwig, Collaborative Fund, Dan McMurtrie, and Eric Hornung
Issue #18: Reading
Tim Ludwig, Dan McMurtrie, Greenhaven Road, Good Things Don’t Scale, Mikel Berger, Capital Camp
Issue #17: Evolving Deal Flow
Harvard Search Conference, Tim Ludwig, Ben Rudman, Investor Updates, Paul Graham, and Heico
Issue #16: Lessons from Puzzles
Independent Sponsor Report, Scuttleblurb, Les Schwab, and David Perell
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Letters
Each year I write an annual letter to readers and listeners to reflect on the evolution of the podcast and my personal growth.