Havener Capital Partners’ Post

❓ Do you think it is the end of ""short-term rentals"" ❓ If the answer is ""Yes"", then you are up for a treat with this podcast episode with George Salas ! ✅ Learn the dynamics of traditional vs. short-term rentals ✅ Understand how to niche down in this investment to stand against heavy supply ✅ Join us as George shares his incredible journey, from humble beginnings to mentorship, and unveils his exclusive five-step strategy for passive investors to thrive in the short-term rental market. wealth. Subscribe now and join the conversation - https://lnkd.in/gfduX3GE . . #RealEstateSuccess #ShortTermRentals #ThinkOutsideTheStocks #GenerationalWealth

❓ Do you think it is the end of ""short-term rentals"" ❓ If the answer is ""Yes"", then you are up for a treat with this podcast episode with George Salas ! ✅ Learn the dynamics of traditional vs. short-term rentals ✅ Understand how to niche down in this investment to stand against heavy supply ✅ Join us as George shares his incredible journey, from humble beginnings to mentorship, and unveils his exclusive five-step strategy for passive investors to thrive in the short-term rental market. wealth. Subscribe now and join the conversation - https://lnkd.in/gEhEX79k . . #RealEstateSuccess #ShortTermRentals #ThinkOutsideTheStocks #GenerationalWealth

S5E1 – Payback Time Podcast Season 5 Opener by Sean Tepper Introducing Season 5 of Payback Time – the top podcast for tech lovers! Join us for expert insights, interviews, and exciting discussions in every episode. Stay ahead in the fast-paced tech world – tune in now to Payback Time Podcast! Host Sean shares the journey of his tech company, Tykr, and offers invaluable tips for […] #boomers #babyboomers

Compound interest can turn small investments into substantial wealth over time. Learn the magic of compounding on Money Focused Podcast and Moses The Mentor's YouTube channel! #CompoundInterest #InvestmentMagic

Why isn’t the fund world talking about maximizing your return on time? 🤔   It’s one of the only ways to get ahead in the small-cap sector.   But all you hear about is return on capital ... that’s the job, right?   Not anymore ❌   When you have a small (but mighty) team, you have an even bigger job:   UNDOING what you learned when working for the Bigs so you can prioritize what will actually take your small shop to new heights 📈   Want to learn more? Tune in to episode 36 of the Billion Dollar Backstory Podcast with Stacy Havener to hear from Greg Dean, CFA, founder of global small-cap specialist firm Langdon Equity Partners and former fund manager at a $27B shop.     🎧 Listen in wherever you get your podcasts.

🏡Essential Tips for Buying Property from Executors and Administrators Join me on Episode #80 where I chat with Rachel Hernandez about tapping into probates for prime investment opportunities! Don't miss out, tune in now! 🎧 Listen to podcast episode #80: Probates for Mobile Home Investors of Adventures in Mobile Homes with Rachel Hernandez Here is the link: https://lnkd.in/ghB4uQrR #RealEstateInvesting #MobileHomeInvesting #Probates #InvestmentOpportunities #PodcastEpisode

The quest to accelerate growth is at the forefront of every founder's mind. But where should you start? Discover the tactics and approaches Polaris Growth Fund has employed to add value to the companies in their portfolio. For more insights from Bryce Youngren, Managing Partner at Polaris Growth Fund, check out episode 2 of the Private Equity Value Creation podcast.

Do you want more of your time back? 🎙️ Join us in Episode 8 of the TLC Ventures podcast for a transformative dialogue with Andrew Freed, M.S.M, PMP, where he shares how he strategically leveraged real estate investing to reclaim his most valuable asset—time. 🕰️ Uncover the principles behind achieving financial and time freedom, and let Andrew's journey serve as a catalyst to take action and craft the life you've always envisioned! 🚀 Ready to take control? Tune in now and be part of this empowering journey! 🎧💡 🔗 Link to the full episode in the comments below. 🔗 #RealEstateFreedom #PodcastRelease #UnlockYourTime #ProfessionalDevelopment

I'm thrilled to share the latest episode the #RicherWiserHappier podcast: a rare, in-depth conversation with investing legend Bruce Berkowitz of FAIRHOLME CAPITAL MANAGEMENT, LLC. Bruce, who's crushed the S&P 500 by 529 percentage points over the last 23 years, is one of the most idiosyncratic, independent-minded investors I've ever interviewed. Among many other subjects, we discuss the extraordinary fact that 82% of his flagship fund is currently invested in a single stock. For me, this was one of the richest and most deeply enjoyable conversations I've had on the podcast. I hope you enjoy it, too. To listen: https://lnkd.in/e-tPuW7T. To watch: https://lnkd.in/eRv98WCn Meanwhile, if you'd like to listen to (or watch) any of the previous episodes of the #RicherWiserHappier podcast, you can find all 40 of them here: https://lnkd.in/gEgfiZi6. This includes my conversations with fascinating investors and thinkers such as Thomas Gayner, Rick Rieder, #raydalio, Bill Miller, Mohnish Pabrai, Samantha McLemore, CFA, Howard Marks, Pico Iyer, Joel Greenblatt, Jason Zweig, #danielgoleman, Christopher Bloomstran, Laura Geritz, CFA, Annie Duke, Chris Davis, Guy Spier, Christopher M. Begg, Jason H. Karp, Matthew McLennan, Joel Tillinghast, François Rochon, Arnold Van Den Berg, James Grant, Tony Robbins, and Aswath Damodaran.

Have you dived into William Green's latest podcast with Bruce Berkowitz? Highly recommend if you like hearing about a portfolio manager’s investment journey. From humble beginnings at his father's corner store to key lessons as a bookmaker and broker, Berkowitz's path to developing his bold, concentrated investment philosophy is as instructive as it is fascinating. Berkowitz's portfolio, mostly comprised of St. Joe and Enterprise Products Partners, is a reflection of his high conviction investment strategy. With roughly an 80% stake in St. Joe, he leverages a detailed understanding of Florida's real estate landscape and a multi-decade migration trend. Meanwhile, his position in Enterprise Products Partners is based on the critical role its infrastructure plays in the hydrocarbon industry, evidence of his focus on durable sectors with positive tailwinds. The episode also explores Berkowitz’s mistakes. His investments in Sears, Fannie Mae, and Freddie Mac led to pivotal changes in his investment strategy. With Sears, Berkowitz's vision to transform its vast real estate into a lucrative asset clashed with the board's direction. He discovered the limitations of influence without control. Berkowitz shifted towards investments where he could exert more influence. On display with his chairmanship at St. Joe, he can steer St. Joe with precision, sidestepping the reliance on external decision-makers. Despite the compelling story and Berkowitz's notable achievements, including a nearly 47% uptick in his fund FAIRX last year and the title of Morningstar Manager of the Decade for 2000-2010, I hold reservations about investing in his fund. My analysis reveals a near-perfect correlation between FAIRX and $JOE (The St. Joe Company) since 2020. Given the 1% management fee, investors might wonder about the value FAIRX adds beyond what could be achieved by directly investing in $JOE, avoiding the fee. Still, there's undeniable value in studying Berkowitz's career, offering rich lessons in resilience, adaptation, and the double-edged sword of high conviction investing.