Today's inaugural episode of Meeting of the Minds features Mike Sutton of Guideboat Capital Partners.
Mike's made a killing on overlooked opportunities in retail and restaurants. "Count me in," says Mike, when he hears about out-of-favor deals that nonetheless have a loyal customer base and scalability.
With this podcast, which is a tremendous learning opportunity for me personally, my hope is to distill what makes any given independent sponsor stand out, be differentiated, and achieve outsized returns.
With Mike, to my surprise, I wasn't able to nail down a single secret sauce, but instead found his firm's outperformance to stem from unconventional investment criteria, a relentless push for growth (grow now, don't wait for tomorrow), and flawless blocking & tackling in day-to-day operations.
Photo is from last month when Mike set sail with my close friend Andreas in northern Norway to go scuba diving with orcas! Listen on Spotify, Apple Podcasts, or YouTube to learn more.
