Anthony Fiedler
@fiedlerfyi
Anthony Fiedler
Greatest comeback - setting timeframe, deciding to take action and a good read to remind yourself how it’s on you (us/me).
A Rule for Lifestyle Creep: Live Beneath Your Assets — Millennial Money with Katie
Katie Gatti Tassinmoneywithkatie.com
Building Family and Financial Advisor
Living within means / net worth / annual income. Targeting avg of 4% of net worth and annual income for annual spend. I like this rule of thumb.
Step-Up: The Most Important Number In Search Fund Investing - Searchfunder
searchfunder.com
Basic Step-Up Math and Examples in Search
Preferred returns vs Equity tradeoff
Common / default seeking for investor returns - MOIC, IRR, and Profits
Fundscout - Fundraising-as-a-service with AI
fundscout.ai
Sourcing Debt / Equity
Fundraising
M&A and
Podcast episode -
Building a Permanent HoldCo, microPE at macro
Long term hold in the Berkshire model
Using all equity, primarily
People at the forefront (3 F’s - Faith included)
Optifino - proper, optimized Life Insurance policies
Converting Term, decreasing or reducing premiums
Expanding Death Benefits
Working Capital in Small Business Acquisitions: Insights from Industry Experts
Roman Beylinduedilio.com
M&A and
Working Capital for Deals
Examples, different cases
Solutions
New Deal Checklist - Andy Vandenberg (Twitter)
docs.google.com
ETA - Entrepreneurship through Acquisition and M&A
New Deal Checklist
Setting values/metrics/criteria for deals
Ranking/Priorities
Sourcing
Stablecoins 2.0 - Fintech Ruminations
fintechruminations.com
Cryptocurrency and Stablecoins
Stablecoins 2.0 - The players as Stripe enters the foray with their Bridge acquisition. Paypal has its PyUSD. Circle and Tether, and a few others.