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Tanta sabedoria aqui📝
Por exemplo:
"Bem, a inadimplência é a estatística mais facilmente manipulada do mundo. Um padrão não existe a menos que eu, o credor, o chame. Se eu não quero inadimplência em meu portfólio, simplesmente não ligo para eles.
"Eu sempre digo às pessoas, não pergunte a taxa de inadimplência de um crédito privado, pergunte a taxa de isenção, pergunte a taxa de alteração.
Quanto eles estão tendo que colocar as mãos em seu crédito para reorientar os documentos, para se adequar à realidade da empresa em que estão operando?"
🎯
5 de ago., 20:00
Today’s guest, Andrew Milgram, spent $600M buying NYC taxi medallions at the peak of Uber's power—an investment which gives you a sense of Andrew’s style.
He describes a “K-shaped economy,” where one small group of companies does incredibly well while the rest struggle.
Amidst it all he tries to build unique views in unexplored areas—be that Native American gaming, tax credits, regulatory gaps, or taxis.
If you are interested in distressed investing, or the economy outside MAG7 and AI, this is a great listen.
Timestamps
0:00 Intro
0:55 Understanding the K-Shaped Economy
3:04 Middle Market Analysis & Data Insights
8:01 Challenges Facing Middle Market Companies
13:45 Distressed Investing Explained
22:27 The Taxi Medallion Investment Story
47:21 Engaging with Regulators and Stakeholders
48:32 Building Relationships with Taxi Workers Alliance
50:27 Taking the Taxi Operation Public
51:35 Challenges and Opportunities in the Taxi Industry
55:00 Investing in Distressed Assets
57:21 Negotiation Principles & Relationship Building
1:01:24 Employee Retention Tax Credit Opportunity
1:27:33 Private Credit and Equity Markets Insights
1:35:30 Personal Reflections & Motivations
1:38:33 The Kindest Thing
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