“He cold-called the man who built Arizona's second-largest HVAC company and offered him equity in exchange for advice.”
EY
Elias Youssef
Acquiring Minds ·
“We focus where there's blank space… give up some of the equity upside in order to protect our downside… consistently performing about 14% per annum, much better than equity markets.”
The Rules of Investing · Soul Patts has 20% in cash. Todd Barlow says everything else has to earn its place
Play from 18:10
18:10
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What was described
Offer bespoke bilateral private-credit solutions to Australian corporates that cannot access banks or equity markets, taking a small equity upside in exchange for downside protection
Said nearby on the same subject
“As long as you make sure that you're up in high-quality private credit, high-quality private equity… investment grade… able to pay the higher debt servicing costs.”
♫
Said on Bloomberg Money
“The bond market is a multiple of the size of the equity market. Oh, yes. 3x, 4x, something like that?”
RW
Robin Wigglesworth
Masters in Business ·
“It is roughly the S&P top 70 to 100 names that we have the ability to do individual equity notes on... the options markets on the individual names themselves are deep and liquid enough for the bank to basically hedge the other side of the exposure”
JH
Janus Henderson
Animal Spirits Podcast ·
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