Join us for a deep dive into private market investing with Brent Beshore, founder of Permanent Equity. We explore his long-term approach to micro-cap businesses, dealmaking philosophy, and how faith and humility shape his investment strategy.

Connect with Brent:

Permanent Equity - https://www.permanentequity.com/letters

X - https://x.com/BrentBeshore

Connect with me :)

Linkedin - https://www.linkedin.com/in/david-barbato/

Twitter - https://twitter.com/ghrxcutvjb

Substack - https://valuehunt1.substack.com

Spotify - https://open.spotify.com/show/7jWVlCZo9fRlIMf8W1zgD2?si=212493dfde8a4743

Legal Disclaimer: Not Financial Advice

The information provided in this interview is for informational and educational purposes only and should not be considered legal, financial, or investment advice. I am not a financial advisor, and nothing discussed should be interpreted as a recommendation to buy, sell, or hold any financial asset or security.

Additionally, I do not promote any stocks, investment opportunities, or financial products. I have not received any compensation, payment, or incentive—financial or otherwise—for participating in this interview.

Always conduct your own research and consult with a qualified professional before making any financial or investment decisions.

Time Stamps:

00:00:00 Intro

00:01:14 Who is Brent?

00:02:33 Blueprint System

00:05:11 Investment Criteria

00:10:40 Favourite Industry or Niches

00:13:17 Reinvesting Cash Flows

00:14:50 Internal Hurdle

00:16:40 How do plans track reality?

00:19:00 Wrong Common Investing Principles

00:25:20 How does your day look like?

00:27:30 Centralization vs Decentralization

00:31:25 Building and Maintaining Relationships

00:41:50 Ego

00:48:15 Impostor Sydrome

00:53:00 Cash vs Debt

00:56:00 How to Fail In Private Equity

00:58:50 Learning Business

01:02:00 What Advice Would you Give Yourself

01:03:50 How to Study Jesus Without Reading the Whole Bible