Investing in Overlooked Businesses

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[00:03:35] – (First question) – Tracy’s origin story

[00:07:17] – Lessons from Lou Holtz

[00:08:58] – Why Lou was so good as a leader

[00:10:32] – His early experience as an entrepreneur

[00:15:45] – Investing principle at Graham Allen and how it was shaped by his experience

[00:18:41] – Types of companies they target for investment

[00:23:09] – Defining a unique and interesting data set

[00:27:14] – Mispricing data sets and the fools gold

[00:29:19] – Overview of a Midwest manufacturing company

[00:31:50] – How data is being generated in manufacturing businesses

[00:36:57] – Data to improve marketing

[00:41:13] – Using data to dissect distribution

[00:45:59] – Valuation of the companies in terms of multiples they are looking at

[00:47:31] – Business values he strongly believes in

[00:50:54] – Significance of Kenneth Allen in the firm

[00:52:23] – Kindest thing anyone has done for him