Emily Holdman
24.3K posts
Emily Holdman
@emilyleldridge
Mom. Investing in strong businesses alongside good people @PermanentEquity. Book hoarder. Taller in person. #MIZ
- Google Analytics is a goldmine - a real-time market research resource undervalued by almost every company we review.
- Fun Fact: I can rent a Maserati on Turo for the price of a compact car at Hertz.
- Replying to @HighyieldHarryIn all sincerity, if you want a primer for non-physicists, highly recommend the Theoretical Minimum series:
- If you’ve ever wondered… Why selecting competent advisors (especially lawyers) is important… Why selecting a counterparty with demonstrated integrity is important… Why docs and definitions are important. Why private equity has a bad wrap… (I don’t buy the “we thought it
- Did a long podcast interview a few weeks ago (deeply out of my comfort zone): youtu.be/NkP_p-jjK1Y A few moments that may be helpful to some: 28:15: Distributions, Debt & Reinvestment 32:30: Roll ups 35: FCF vs Exit Multiples 42: Marketing Case Study 58: Key Hire Fails
- Let's just put it out there: this sucks for everyone... For workers furloughed or let go For biz owners forced to cut costs after demand nosedives For parents left without childcare For healthcare workers putting themselves at risk and faced with tough decisions Be kind.
- Cold texting is — and I cannot emphasize this enough — the absolute worst way to “reach out” to me. LinkedIn? Standard. Email? Fine. Please don’t text people who haven’t personally given you their cell numbers.
- Bentonville is charming. Trail system may be the best we’ve seen in the US. There’s art everywhere… and with a fun sense of humor. Cute restaurants, and everyone is glad you’re here.
- Quick Lower Middle Market Lesson: Cash is still king. A company may be "highly profitable" in terms of adj EBITDA. Dig beneath that number and you may find a situation in which cash distributions are impossible. In fact, the company eats cash. How could a company eat its cash?
- How we feed our operators when they come to Columbia @PermanentEquity
- Replying to @BrentBeshoreIsn’t this the purpose of the Proust Questionnaire? But if they aren’t expecting an interview, find a story that makes them emotionally attentive, and then dive in from there.
