World Model · podcast knowledge graph

Tracy Graham - Investing in Overlooked Businesses – [Invest Like the Best, EP.206]

2020-12-29 · 59 min · episode 206 · 14 entities

episode page audio

Asserted relationships

  • → discusses Business company
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    Feed category: Business
  • → discusses Technology company
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    Feed category: Technology
  • → discusses Investing concept
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    Feed category: Investing
  • → hosted by Colossus company
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    Feed author/publisher: Colossus
  • → references Partner website
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    Link in episode "Tracy Graham - Investing in Overlooked Businesses – [Invest Like the Best, EP.206]": https://mitimco.org/partner
  • → references Emerging Managers person
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    Link in episode "Tracy Graham - Investing in Overlooked Businesses – [Invest Like the Best, EP.206]": https://mitimco.org/emerging-managers

Entities found in this episode

companys 6

  • mentioned Colossus company
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    Feed author/publisher: Colossus
  • mentioned Business company
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    Feed category: Business
  • mentioned Technology company
    0.50 · ×2
    evidence rules-v4
    Feed category: Technology
  • discusses Business company
    0.40 · ×2
    evidence rules-v4
    Feed category: Business
  • discusses Technology company
    0.40 · ×2
    evidence rules-v4
    Feed category: Technology
  • hosted by Colossus company
    0.40 · ×2
    evidence rules-v4
    Feed author/publisher: Colossus

concepts 4

  • mentioned Investing concept
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    Feed category: Investing
  • mentioned Invest Like the Best concept
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    Tracy Graham - Investing in Overlooked Businesses – [Invest Like the Best, EP.206]
  • discusses Investing concept
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    Feed category: Investing
  • mentioned Patrick Oshag concept
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    @patrick_oshag

websites 2

  • mentioned Partner website
    0.45 · ×2
    evidence rules-v4
    Link in episode "Tracy Graham - Investing in Overlooked Businesses – [Invest Like the Best, EP.206]": https://mitimco.org/partner
  • references Partner website
    0.38 · ×2
    evidence rules-v4
    Link in episode "Tracy Graham - Investing in Overlooked Businesses – [Invest Like the Best, EP.206]": https://mitimco.org/partner

persons 2

  • mentioned Emerging Managers person
    0.45 · ×2
    evidence rules-v4
    Link in episode "Tracy Graham - Investing in Overlooked Businesses – [Invest Like the Best, EP.206]": https://mitimco.org/emerging-managers
  • references Emerging Managers person
    0.38 · ×2
    evidence rules-v4
    Link in episode "Tracy Graham - Investing in Overlooked Businesses – [Invest Like the Best, EP.206]": https://mitimco.org/emerging-managers
Episode description as stored
My guest today is Tracy Graham, founder and managing principal of Graham Allen Partners, a private equity firm that specializes in acquiring and building technology-enabled businesses. In our conversation we discuss how Tracy ended up playing football at Notre Dame, the key lessons he learned from famed coach Lou Holtz, why Graham Allen believes that businesses in secondary or tertiary US markets are undervalued, and why technology represents a great way to improve old businesses. I hope you enjoy my fun conversation with Tracy. For the full show notes, transcript, and links to mentioned content check out https://www.joincolossus.com/episodes/86798473/graham-investing-in-overlooked-businesses.   This episode of Invest like the Best is brought to you by Tegus. Tegus has built the most extensive primary information platform available for investors. With Tegus, you can learn everything you’d want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 10,000 calls on Square, Snowflake, or almost any company of interest. All you have to do is log in. Visit https://www.tegus.co/patrick to learn more.   This episode is brought to you by the MIT Investment Management Company (MITIMCO). MITIMCO is always on the looking for promising investment managers with the potential to compound our capital for a decade or more. If you think your firm is too small, too young, or too non-institutional, you might just be exactly what we are looking for. Check us out at https://mitimco.org/partner/ or e-mail us at  partner@mitimco.org. Please also see our new page for emerging managers https://mitimco.org/emerging-managers/.   Invest like the Best is a property of Colossus Inc. For more episodes of Invest Like the Best go to https://www.joincolossus.com/episodes.  Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week.  Sign up here at https://www.joincolossus.com/newsletter. Follow Patrick on Twitter at @patrick_oshag Follow Colossus on Twitter at @JoinColossus   Show Notes [3:35] – [First question] – Tracy’s origin story [7:17] – Lessons from Lou Holtz [8:58] – Why Lou was so good as a leader [10:32] – His early experience as an entrepreneur [15:45] – Investing principle at Graham Allen and how it was shaped by his experience [18:41] – Types of companies they target for investment [23:09] – Defining a unique and interesting data set [27:14] – Mispricing data sets and the fools gold [29:19] – Overview of a Midwest manufacturing company [31:50] – How data is being generated in manufacturing businesses [36:57] – Data to improve marketing [41:13] – Using data to dissect distribution [45:59] – Valuation of the companies in terms of multiples they are looking at [47:31] – Business values he strongly believes in [50:54] – Significance of Kenneth Allen in the firm [52:23] – Kindest thing anyone has done for him