Joshua Collinsworth recently started Nomadic Value Partners. Our fund starter interview discusses Joshua’s way into the investing field. Furthermore, we look at his investing approach at Nomadic and discuss investing in Healthcare services.
We have discussed the following:
00:00 Welcome
00:27 Disclaimer
00:40 Introducing Joshua Collinsworth
02:06 Learnings from farming
05:33 Learnings from solar
11:20 Choosing public over private equity
14:40 Acceptable IRRs
18:20 Check out Stratosphere https://stratosphere.io/?lmref=bJ0jjw
19:40 Thesis-driven research
21:10 Why Nomaid Value Partners
24:40 Choosing the right clients
27:15 Joshua’s competencies as an investor
34:10 Investing in Healthcare Services
52:15 Thank you
52:45 Apply to the community https://good-investing.net/plus/
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Good Investing Talks is a video & audio production of Good Investing, a brand of Good Investing UG. The editorial responsibility of these broadcasts lies solely with Good Investing UG. In the run-up to the recording, the guests refrain from co-determination of content or editorial influence and pay a cost contribution for the organization and production of the video & audio and transcript formats.
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