Trends Toward Long-Hold:
Alex Bridgeman’s Think Like an Owner Podcast (Ep. 57): ‘Investing in Permanent Capital Vehicles’.
Westerly Group was founded on the principle of supporting acquisition entrepreneurs with committed, permanent capital to pursue a specific industry thesis over an indefinite time horizon.
Silver Lake Launches New 25-Year Investment Strategy Backed by Mubadala
Abu Dhabi fund’s $2 billion contribution comes as buyout firm nears completion of new $18 billion-plus flagship fund
Warren Buffett and the $300,000 Haircut
There’s a reason the Oracle of Omaha is an ultra billionaire as he turns 90: He grasped the power of compounding at the age of 10. The sooner the rest of us fully understand it, the better off we’ll be.
Private Equity Firms’ Incestuous New Strategy
Raise a new fund. Buy your old fund’s assets. Repeat.
Has Private Equity Lost Its Original Purpose?
A Duke University professor cautions against the business school “tale” of the private equity “knight in shining armor.”