Graham Weaver

4 statements across 1 episodes · 1 bullish · 2 bearish · 1 people on the record · first statement Jun 10, 2024 by Graham Weaver · said 1 times in 1 episodes since 2023 · across every show →

On the record as a speaker too: Graham Weaver's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Muthu Muthiah (1)

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Everything said about Graham Weaver, oldest first

Jun 10, 2024 negative
Insight
Suboptimal CEO talent, not recessions, causes portfolio company underperformance
“And I realized, yeah, we're in a recession, but really the root cause in every single case was a person, the wrong person.”
Graham Weaver Jun 10, 2024 ▶ 23:06 Graham Weaver – People-Driven Private Equity at Alpine (EP.391)
Jun 10, 2024
Disclosure
Weaver's first buyout was a $2M label printing business financed with debt
“So the first company I bought was this label printing business for electronic components and things like that. Very prosaic business. I want to say it had maybe 500,000 dollars of profit and I bought it for two million dollars and financed almost the whole thi…”
Graham Weaver Jun 10, 2024 ▶ 15:24 Graham Weaver – People-Driven Private Equity at Alpine (EP.391)
Jun 10, 2024 negative
Disclosure
Alpine lost money buying businesses at 2-4x cash flow in Fund I
“This is very hard to do, but we bought companies that two to four times cashflow in our first one and lost money. So because we bought companies that had no barriers to entry, maybe they had customer concentration. They were trading at those multiples for a re…”
Graham Weaver Jun 10, 2024 ▶ 20:27 Graham Weaver – People-Driven Private Equity at Alpine (EP.391)
Jun 10, 2024 positive
Assertion Not checkable as stated
Weaver's college newspaper delivery business had negative COGS subsidized by NYT
“I started this little newspaper delivery business, which was actually the most genius business ever because we had the New York Times and the USA Today, and then our daily paper that Princetonian, but the New York Times would actually pay us per subscription. …”
Graham Weaver Jun 10, 2024 ▶ 10:54 Graham Weaver – People-Driven Private Equity at Alpine (EP.391)
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