An investment education and networking platform offering podcasts, training, and insights for investment professionals.

Capital Allocators

Crypto Oxygen provides consulting services for institutional investors and companies of all sizes in the areas of blockchain, BTC mining, and DeFi strategies, including M&A for digital assets and integrating High Performance Computing (HPC) into mining operations.

Crypto Oxygen

WorkMade offers a finance application that automates management of income, expenses, and taxes for freelancers.

WorkMade

This show is an open exploration of the people and process behind capital allocation. 

Through conversations with leaders in the money game, we learn how these holders of the keys to the kingdom allocate their time and their capital.

Bain Capital's 40-year history as an industry training ground. My conversation with John Connaughton.

With thanks to 10 East.

Top quotes from my conversation with John Connaughton from Bain Capital.

1. "In the early years, the rest of the industry primarily hired from investment banks. We hired consultants, who are risk-averse, and found that we had a unique advantage in recruiting talent."

2. "Why are we going to be able to buy a business and yet deliver a better return than anybody else that's looking at it? The only reason you can do that is to create some form of inflection."
 
3. "We were one of the first firms that got into credit, public equity, and venture. We were one of the first to expand globally with our own people putting feet on the street. We wanted to find ways to provide opportunity for our people so we could keep our talent."

4. "We have had 48 leaders of our businesses who have come from a different part of the firm; 20% of them have come back to the firm to lead businesses after they've left."

5. "Our culture is about your long-term arc of impact and track record as well as your collaboration and work with the rest of the firm."

6. "We have a saying: who are the 10 mentees over the course of your career who are incredibly successful 10 years later."

7. "Partnership is a double-edged sword. Consensus can be terrific to vet outcomes and get to better answers, but sometimes consensus can yield less nimble decision making."

8. "Our reward system aims to be long-term investment-rich, which leads to a desire to reward patience and continuity."

9. "We're 40 years in the narrative for our industry, and it’s still not that far away from the Barbarians of the Gate stereotype. We need to turn that around."

With thanks to 10 East.

On Investment Management Operations, Scott MacDonald speaks with Nicole Adrien, NACD.DC from Oaktree Capital Management, L.P.

With thanks to Intelligo.

Top quotes from my conversation with bestselling author Charles Duhigg.

1. "Communication is Homo Sapiens' superpower. It's the thing that has allowed our species to succeed far beyond every other species."

2. "Once you learn the principles of communication, you can use them with anyone. Any of us can become a super communicator."

3. "Some of the core principles of super communication are asking deep questions, listening carefully, and proving you are listening."

4. "The three types of conversations are practical, emotional, and social."

5. "If you're not having the same kind of conversation at the same time, then conflict can grow very easily."

6. "When we acknowledge a conversation is going to be uncomfortable, we are going to make mistakes, and everyone belongs at this table, we get to 90% of the goal of making it safe to have a difficult conversation."

7. "Persuasion is a secondary tactic to communication. Unless you get the basic of communication down right, the persuasion probably won’t work."

With thanks to 10 East.

The secrets of communication. My conversation with bestselling author and business writer, Charles Duhigg.

With thanks to 10 East.

Empty rooms: Web3 after the fall. My conversation with Chris Dixon from a16z crypto. 

https://lnkd.in/eZJuseud

With thanks to 10 East and Enfusion.

Metric
Company Name	Capital Allocators	Crypto Oxygen	WorkMade
Symbol
MSH ID	COM:CAPITALALLOCATORS	COM:CRYPTO-OXYGEN	COM:WORKMADE
Market	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Commercial & Professional Services	Financial Services & Finance
Industry	Investment Education	Financial Services	Fintech
Country	US	DE	US
Stage
Employee Count	12
Website	capitalallocators.com	crypto-oxygen.com	workmade.com
LinkedIn	capital-allocators
Founders

Metric
Market Cap
Enterprise Value
Monthly Web Traffic
Web Traffic Growth
Valuation
Raised Capital

Metric
Revenue
Revenue (LTM)
Revenue (NTM)
Gross Profit
EBITDA
Operating Income
Net Income
EPS
Diluted EPS
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

CAPI

COM:CAPITALALLOCATORS

Capital Allocators

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio
P/B Ratio
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio
EV Multiple

Metric
Days Sales Outstanding
Days Payables Outstanding
Days Inventory Outstanding
Operating Cycle
Cash Conversion Cycle
Asset Turnover

Metric
Operating Cash Flow
Free Cash Flow
Cash Flow to Debt
Operating Cash Flow/Sales
Free Cash Flow Yield

Metric
Cash & Equivalents
Accounts Receivable
Inventory
Goodwill
Debt to Capitalization
Debt to Assets
Current Ratio
Quick Ratio

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue
R&D to Revenue
SG&A to Revenue