StarZero All shows Try the podcast clipper →

Act Three

3 statements across 1 episodes · 3 bullish · 0 bearish · 1 people on the record · first statement Nov 11, 2025 by Ron Shaich · across every show →

Everything said about Act Three, oldest first

Nov 11, 2025 positive
Disclosure
Act III invests in common stock alongside founders rather than preferred shares.
“Number one, we believe in founder-friendly capital. So when we go in, we hope it's the last investment capital that gets taken before an IPO. Generally we will come in as common stock. Not preferred. Same place as the management team. And we will typically tak…”
Ron Shaich Nov 11, 2025 ▶ 1:27:41 Panera Founder Ron Shaich
Nov 11, 2025 bullish
Disclosure
Act III Holdings grew from $200 million to $2 billion, returning 55%.
“And, you know, it started as a two hundred million dollar investment is now a nearly, you know, it's a two billion dollar portfolio. And it's delivered 55% returns”
Ron Shaich Nov 11, 2025 ▶ 1:38:29 Panera Founder Ron Shaich
Nov 11, 2025 bullish
Assertion Partly supported
Tatte generates $250 million in annual revenue across just 50 locations.
“We're also in a company called Tate, which is in, Boston and D.C. And now the New York market. It's 50 restaurants doing about five million dollars a year and two hundred fifty million.”
Ron Shaich Nov 11, 2025 ▶ 1:29:42 Panera Founder Ron Shaich
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more