Still Lake Capital

4 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 19, 2021 by Bruce Martin · said 17 times in 1 episodes since 2021 · across every show →

Mentions by year

brought up most by Donna Snider (12), Bruce Martin (3), Ted Seides (2)

mentionsepisodesper episode tap a year for its mentions

2021 17 mentions in 1 episode

Bruce Martin – Still Lake Capital [Manager Meetings, EP.7) Aug 19, 2021 · 17 mentions · from 4:48
every mention in 2021, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Still Lake Capital, oldest first

Aug 19, 2021

Disclosure

Martin: Still Lake Capital targets regular businesses at 10x EBIT minus CapEx

“I try to buy businesses, non-financial, regular businesses at 10 times EBIT.less CapEx.”

Bruce Martin Aug 19, 2021 ▶ 43:05 Bruce Martin – Still Lake Capital [Manager Meetings, EP.7)

Aug 19, 2021 neutral

Insight

Martin: Credit investing asks how much a company can safely shrink

“So I was looking at the world the opposite, which is not how much can the company grow, but how much can the company shrink? How much trouble could it get in without me being damaged?”

Bruce Martin Aug 19, 2021 ▶ 27:20 Bruce Martin – Still Lake Capital [Manager Meetings, EP.7)

Aug 19, 2021

Disclosure

Martin: Family net worth comprises 80% of Still Lake Capital's fund

“80% of the fund, it's a vast preponderance of my family's net worth, but I align it with the risks I'm taking.”

Bruce Martin Aug 19, 2021 ▶ 38:51 Bruce Martin – Still Lake Capital [Manager Meetings, EP.7)

Aug 19, 2021 positive

Disclosure

Martin: Eliminating commutes and dress codes protects investment cognitive clarity

“I had a spiral notebook that I always kept with me, and I always had an active list of what my next thing would be and what are the most important things? And I can tell you two of the most important things on the list was no commute and the ability to wear je…”

Bruce Martin Aug 19, 2021 ▶ 31:19 Bruce Martin – Still Lake Capital [Manager Meetings, EP.7)

Still Lake Capital

Mentions by year

Everything said about Still Lake Capital, oldest first

Turn any episode into a week of clips.