E348: Why “Boring” Businesses Beat Venture Capital

One of the theories that I've been coming up with is this asymmetry in finance, specifically in private equity and venture capital. But I also think that that happens in private equity, perhaps not with a 100 x returns, where if you stay in business, you do the right blocking and tackling, you get the shots on goal, and you'll have one of these tags where it might go 20 x.

It goes beyond the title with direct discussion of it's, we're, right, including: And venture capital is a little bit more pronounced, you know, about this power lock where if you get enough shots on goal, one of them will be the next Uber or the next SpaceX, th.

1. 01And the way we set up that opportunity is by being consistent in the types of investments that we make, that proactive sourcing strategy, identifying sectors that have the appropri
2. 02Those are critical, you know, building blocks to what we're going to execute on and then executing on that strategy
3. 03Industrial services are generally larger industries, high fragmentation, attractive growth dynamics, recurring revenue streams