The Exchanges

Every argument clarity score on this site is built from rows on this page. Each question and answer was assessed with names hidden, the host's own answers included, on four things from 1 to 5: directness (does it answer the question asked), coherence (do the ideas follow), precision (concrete details and clear references), compression (says a lot per word). The weighted mix (30/30/25/15) is the exchange score. A person's published score averages their exchange scores on raw tape only, at least 8 of them, shrunk toward the cohort mean. Full method →

John Bowen no published score: no usable exchanges on raw tape, and a fair score needs 8+ record → ← everyone

Every exchange below was scored with names hidden, four dimensions each from 1 to 5. An exchange's score is 0.30·directness + 0.30·coherence + 0.25·precision + 0.15·compression. The published score averages the raw tape exchange scores and shrinks small samples toward the cohort mean, so five great answers can't beat twenty good ones. Produced feed rows count only toward coarse estimates, never toward a full score.

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Answered produced feed D 5 · C 4 · P 4 · Cm 4 4.30

Q not betting on appreciation, but cashflow over as long as possible. So my holding period is forever. And I'm looking at as many opportunities as possible. Just build up That kind of asset cashflow. Now, some would say, Nathan, you're locking your capital up in that stuff. You should be using them starting new software businesses because that's where you get your big exits. So what would you advise me?

A Nathan, what I would say is you're starting a real estate business, and if your passion is there, then great. Go for it. I've got a lot of friends who have made a fortune in real estate, but their passion is there. If you're doing it as kind of a semi-passive, semi-active investment, I would suggest you shouldn't do that. It's going to take a A fair amount of your time. Your time is the most valuable asset, the human capital that you have. It will be for the rest of your life. And so where are you going to get the highest payoff? Not only monetary, but also in satisfaction. My guess is owning college real estate probably isn't going to be it. But, you know, having, uh, destroyed some college real estate in my day, I'm pretty sure it's not the most Fun. I can still remember the landlord coming over many times after some really good parties, but you know, the, the, the opportunity is we can only focus on so many things and you know, you're big on these funnels. Well, there's not a whole bunch of scaling up. You can do on that real estate, unless you're totally focused, what you can do though, and whether it's software or any service business manufacturing, you know, we can build these simple and elegant businesses that just Really allow us to take off and, and create tremendous wealth. So that would be, and then I would have a financial advisor, somebody that we use the term pers…

AI assessment note: “If you're doing it as kind of a semi-passive, semi-active investment, I would suggest you shouldn't”

Answered produced feed D 5 · C 3 · P 3 · Cm 3 3.60

Q So it was a, it was a billion dollar market cap on day one. Is that what it was?

A Well, no, on the complete sale. So when we, we sold it and the, uh, we got acquired by one of the largest Canadian, uh, financial service firms. I was CEO of the U S side and ran the sports and entertainment financial division. And, and it was a great lesson and it's a lot of excitement. And, and in those days, you know, I had, uh, access to a private jet, a Hawker 800. For those of you who like airplanes, the reality is today as working on my pool house, I have a Fractional interest in the company yet. It's Southwest. I just buy a ticket each time. And, and, you know, at the freedom and the stress, the quality of life, I mean, we're in business, not for business sake, we're in business for a quality of life. And I, I think one of the things, you know, in some of your past interviews, you asked, you know, I'm the kind of the old guy here. Um, looking back on the young, what I would do is, Hey, we're in this for the long haul for 25 years. Decide minimum most of our careers. And I'm looking at my career now for another 25 years and I'm going, okay, what is it that I want to build the business to support the quality of life for my family and for those people I get to work with and clients, teammates, stakeholders, and so on, and not have this big desire to flip to get the, you know, the dollars right away. It's amazing. Once you start thinking that way, It actually, you, you, the…

AI assessment note: “Well, no, on the complete sale.”

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