Post by Brent Beshore: The best thread I’ve read in years on SMB ownership, search funds, time horizon, and leadership. The...

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Brent Beshore @BrentBeshore · Mar 10, 2023

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The best thread I’ve read in years on SMB ownership, search funds, time horizon, and leadership. There’s no right model, only tradeoffs and incentives.

Tweet Mar 10, 2023

After lurking on SMBTwit, I’d like to introduce myself: “Turncoat Search Fund Guy” I did a traditional search fund in 2017, bought in 2018, sold in 2022 2 mo ago, I turned my back on the SF model, signed a PG, and bought an SMB 7 BIG diffs btw “Se

by Derek Turner

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