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Special Situations in Private Markets - Jeremy Giffon

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Episode 336: Special Situations in Private Markets Invest Like The Best Episode 336 Hosted by Patrick O'Shaughnessy 07.11.2023 Jeremy Giffon is a private markets investor. We discuss what makes for a perfect investment, tactics for discovering what makes people tick, and the best advice he's ever received. This episode is brought to you by: Tegus. Tegus is the modern research platform for leading investors. Tired of running your own expert calls to get up to speed on a company? Tegus lets you ramp faster and find answers to critical questions more efficiently than any alternative method. The gold standard for research, the Tegus platform delivers unmatched access to timely, qualitative insights through the largest and most differentiated expert call transcript database. With over 60,000 transcripts spanning 22,000 public and private companies, investors can accelerate their fundamental research process by discovering highly-differentiated and r

Introduction Patrick My guest today is Jeremy Giffon. I spend all my time trying to find people who have some singularity to them. People who seem like they can do an N-of-1 something. Having spent many days with Jeremy recently, he strikes me as one of those people. He was the first employee and general partner at private equity firm/holding company Tiny, which buys and holds Internet and technology-focused businesses. Prior to that, he was on the founding team of MediaCore, which was acquired by Workday. The focus of our discussion is about esoteric opportunities that exist in private market

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