When Equity Oversubscribes 2-3x
Sequoya Borgman is the first repeat guest on the Minds Capital Podcast. Since his last appearance, Borgman Capital has exited 1 company (4x+ net MOIC) and acquired 2 more (Minds Capital invested in the latest one, PCCD)
Sequoya Borgman
More recent episodes
EP.
9
with
Ben Hughes
$100m Deployed in 2+ Years — Thanks to Industry Focus
Ben Hughes of Blue Ridge Construction Capital shares how deep specialization in building products led to 4 platforms and $100M deployed in under 3 years.
EP.
8
with
Jory Caulkins
"I Care More About Moats Than Multiples"
Jory Caulkins of Enduring Companies shares how trust, moats, and downside protection drive his investment decisions as an independent sponsor.
EP.
7
with
Matt Bodnar
Buying at <5x by Mastering Deal Flow
Matt Bodnar shares how disciplined valuations and high-volume deal flow power his strategy for buying sub-5x businesses and building long-term alpha.
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