Jonathan Tepper, every mention
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tap a year for its mentions
every year anyone Ted Seides 3
Verbatim, from the transcripts: the passages where Jonathan Tepper comes up
Year in Review 2025 (EP.478)
- ▶ 40:49 Ted Seides The first, Jonathan Tepper, who's been a guest on the show in the past, who runs a long-only firm called Bravat Capital.
Year in Review 2022 (Capital Allocators, EP. 289)
- ▶ 11:47 Ted Seides Each relationship has been in place for several years with people I've known for as short as a few years with Jonathan Tepper at Privat Capital to as long as over a quarter century with Richard Lawrence and his team at Overlook Investments.
Ben Inker – Value Investing at GMO (First Meeting, EP.17)
- ▶ 34:55 Ted Seides To what extent, when you have this growth, and we think of the tech giants, when you think of Google and advertising and obviously Amazon and commerce, even if growth slows down, whether it's a few years out or 15 or 20 years out, you end…