Jeremy Giffon is one of the most interesting minds in business that almost no one knows about. As a former analyst at Tiny Capital, he played a key role in acquiring and operating dozens of companies—while staying almost completely out of the spotlight. His insights on capital allocation, holding companies, and finding asymmetric opportunities have made him a legend among those who pay attention.In this episode of HoldCo Builders, I break down Jeremy Giffon’s strategies, philosophy, and unconventional approach to business. How did they structure deals that made Tiny Capital so successful? What can we learn from his playbook on acquisitions, incentives, and building a business that lasts?This is a deep dive into one of the sharpest minds in private investing—someone who operates in the shadows but understands the game better than almost anyone.If you’re interested in business, investing, or the hidden principles of wealth-building, you don’t want to miss this episode.
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Timestamps:
00:00:00 - Staying behind the scenes
00:02:27 - Executing deals that most people don't even see
00:03:29 - Why does this opportunity exist?
00:05:11 - Driving on the blindspots of finance
00:06:15 - Speaking money into existence
00:09:35 - The best leveraged business
00:10:01 - Health problems, retirement, divorce - the deals happening all the time
00:13:07 - Founders who speak a different language than investors
00:15:16 - You can find opportunities in every industry
00:16:50 - Patience and selectivity
00:18:47 - $25 million and a Ferrari 488
00:21:01 - That single phone call
00:22:47 - Leverage is not only financial
00:24:23 - Paying $57,000 to have lunch with your hero
00:25:32 - The best decisions are obvious
00:27:03 - Not trying to outsmart the market
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Follow Mikk/PrivatEquityGuy on Twitter: https://x.com/PrivatEquityGuy
Jeremy on Twitter: https://x.com/jeremygiffon
This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.