Brent Beshore
13 statements across 2 episodes · 1 bullish · 4 bearish · 2 people on the record · first statement Dec 10, 2018 by Brent Beshore · said 28 times in 8 episodes since 2017 · across every show →
On the record as a speaker too: Brent Beshore's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Ted Seides (24), Shane Parrish (2), Patrick O'Shaughnessy (1), Khe Hy (1)
tap a year for its mentions
2022 1 mention in 1 episode
2020 2 mentions in 1 episode
2019 20 mentions in 2 episodes 10 per episode
2018 1 mention in 1 episode
Everything said about Brent Beshore, oldest first
Dec 10, 2018 negative
Dec 10, 2018
Beshore: Baby boomer business ownership transition wave has not yet hit
“The baby boomer ownership wave hasn't really hit yet, which is kind of surprised a lot of people, but I think it totally makes sense. You know, older demographics are getting older, but people are living longer and the health into old age feels like people are…”
Dec 10, 2018 negative
Beshore: Traditional PE outbids others via heavy leverage and slashing staff
“And they, by the way, they can pay more because they're loading it up with a tremendous amount of non-recourse debt. They're going to slash and burn the team. They're going to treat people for a short period of time while they own it terribly, right? Well, of …”
Dec 10, 2018
Beshore: Adventur.es fund requires 75% LP vote to remove him
“And I think how we structured the fund, it's a true blind pool. There's no control. I mean, I think you know, the only control that the investors have is they have to 75% vote, I think. I think that's what it is. 75% level have to vote to remove me, and I'm 15…”
Dec 10, 2018
Dec 10, 2018 neutral
Dec 10, 2018 negative
Dec 10, 2018
Beshore: Adventur.es defaults to accumulating cash until exceptional opportunities arise
“And, you know, our default is not to do anything. We're fine just building cash. We're fine sitting on our hands, but then you have these opportunities that come along that you want to have the highest opportunity cost in the world.”
Dec 10, 2018
Dec 10, 2018 negative
Dec 10, 2018
Dec 10, 2018 neutral
Beshore: Services perceived as easy are poorly compensated despite actual difficulty
“So it has weird optics associated with it that anything that's not valued as being difficult is not going to be highly compensated. And so you have an interesting combination where it's a really difficult business to perform and it's just not that well paid.”
Jun 10, 2019 positive
O'Shaughnessy: 4x Free Cash Flow Signals Distress in Public Equities, Not Private
“And, you know, when he first told me that he was buying businesses at a little bit north of four times free cashflow, you know, I kind of laughed. I thought, okay, like, so they're going out of business in three years. I mean, in the public markets, that multi…”