“The guy who is what his biggest competitor in his business was making 65,000. He probably made that in three months.”
♫
Said on Agency Intelligence: The Insurance Podcast Network
Daniel Balthasar · In Good Company with Nicolai Tangen · Friday Wrap-Up: Inside Active Strategies and Learning from Bill Ackman
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meets the biggest short seller to get the opposite view and challenge his investment thesis
“The guy who is what his biggest competitor in his business was making 65,000. He probably made that in three months.”
“We took the exact opposite approach… put great fights on free TV again, let the younger people become fans… and have a limited number of fights on pay-per-view.”
“Most of us don't love the idea of steering meetings, but they were essential for this project. At Forever New, the senior people were in those meetings, including the founder, asking questions and challenging the team.”
“Our fourth fund we're opening now which is focused on this dual use defense national security thesis. It structures an opportunity zone fund which if you have capital gains you can invest, you can essentially defer and eliminate all the taxes associated with that investment up to 30 years.”
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