How Clearlake Capital’s José E. Feliciano is ...

The economics of artificial intelligence are more questionable today than two years ago, says Goldman Sachs Research's Jim Covello, as enterprise buyers, model companies, and hyperscalers have yet to show returns on their spend. In a conversation with Alison Nathan and George Lee ...  Show more

Advent Co-Chair James Brocklebank explains why complex markets can create opportunities for private equity investors. This episode was recorded on April 21st, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and ma ...  Show more

Dave Neumann, investor at Molten Ventures, sits down with David Weisburd to discuss fund of funds deployment strategies, how GPs should approach fund size and interesting power law data derived from Molten’s 2,500 underlying portfolio companies. 

www.focusedcompounding.com/App QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by h ...  Show more

<h3 dir="ltr">Episode Title:</h3>

The World Of Venture Capital and How They Pick Winning Investments In Startups and Early Stage Businesses

Chris Van Dusen - Senior Partner at Slyco Capital

Anthony Taylor and Tim Koller discuss the critical aspects of business valuation, emphasizing the importance of balancing revenue growth and profitability. They ex ...