Sieva Kozinsky - Long-Term Thinking is an Advantage - Ep.212 [TLAO Replay]

Think Like an Owner

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8M ago 1:14:47

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Ep.212: Alex Bridgeman (@aebridgeman) is joined by Sieva Kozinsky (@sievakozinsky).

My guest on this episode is Sieva Kozinsky, co-founder of Enduring Ventures, a holding company founded in 2019 with 17 acquisitions to date. Sieva and I met at a dinner following the Berkshire Hathaway meeting in Omaha, his first time attending the meeting. A theme from our first conversations in Omaha that continues through this episode is long-term thinking being a huge advantage, and that compounding happens everywhere. Reputation, lessons, and learning - well beyond capital alone.

Given that our guest last week, Eric Jorgenson, is the CEO of one of Enduring's companies, I thought this would be a timely episode to bring back to the top of the feed

We talk about Sieva’s background as a founder and how it impacts his role at Enduring Ventures, how he discovered he is a better buyer than a builder, great companies and founders he’s studied and taken lessons from, and much more. Enjoy!

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Links:

Titan: The Life of John D. Rockefeller by Ron Chernow

The Gambler: How Penniless Kirk Kerkorian Became the Greatest Deal Maker in Capitalist History by William Rempel

Topics:

(00:00:00) - Intro

(00:04:27) Belief Documents

(00:09:13) Long-termism trends

(00:11:57) Takeaways from the Berkshire Event

(00:20:36) Helping employees & executives think and behave like an owner

(00:26:17) Being a Buyer vs. Builder

(00:33:08) Culture Index

(00:35:55) The importance of having experience as a founder/operator to succeed at Enduring

(00:44:50) Perretto Prinicples

(00:54:17) Habits, tactics, and learnings from biographies on great founders and companies

(01:08:46) What strongly held belief have you changed your mind on?

(01:10:06) What’s the best business you’ve ever seen?

245 episoder

#Trading #Business #Permanentcapital #Privateequity #Searchfund #Alex Bridgeman #Careers #Microprivateequity #Smallbusiness #Owners