Mark Mason

NYC-based. Tortured Ravens fan. Hopeful Orioles fan. Pessimistic Caps fan. Maybe I should stop watching sports?

[Mark Mason @MasonMarkR]

@domcooke You didn’t want to volunteer for this mission??

[Mark Mason @MasonMarkR]

@iiiitsandrea Their OG stores in DC had them for the first few years - I loved the guac greens in a wrap. Think they did away with them as they expanded originally to simplify operations

[Mark Mason @MasonMarkR]

@FreightAlley Thanks! One of the reasons I think its fascinating - only 18 months, a failed business, and yet it lives on

[Mark Mason @MasonMarkR]

@preston_holland I shudder to think the number of term papers that are getting turned in rife with em dashes

[Patrick OShaughnessy @patrick_oshag]

My conversation with @GrahamCWeaver, the founder of Alpine Investors.

Graham built this large private equity firm by buying companies and handing them over to ~27-year-old CEOs. He tells the entire story of the firm here.

Enjoy!

Timestamps
0:00 Intro
0:37 Alpine's Three North Stars
7:33 The Power of Choice & Determination
13:33 Early Career
21:45 Founding Alpine
29:36 Core Beliefs and Talent Development
35:47 Building a Platform Company
39:02 Talent and Training Programs
44:15 Employee and Customer Engagement
47:26 Financial Outcomes & Return Strategies
50:43 Supporting Young CEOs
58:13 Teaching at Stanford
1:05:31 Coaching and One-on-One Meetings
1:08:18 Executive Coaching
1:11:19 Defining Personal Growth and Courage
1:18:41 Lessons from a Slot Machine Business
1:22:43 Balancing Work and Personal Life
1:29:21 The Future of Private Equity
1:32:29 The Importance of Seeing the Best in People
1:38:10 The Kindest Thing

[Mark Mason @MasonMarkR]

@kevinnbrown @Orioles One more sleep

[Mark Mason @MasonMarkR]

@bryce I just had a similar experience a few months ago - one dealership seemed to want me to prove my interest was real by doing a test drive… which means I didn’t buy a car from them

[Mark Mason @MasonMarkR]

@blakeir And shadow banned if you use the 🧵emoji for any non-knitting related post

[Mark Mason @MasonMarkR]

@ReustleMatt Nope. It’s truly mystifying.

[Mark Mason @MasonMarkR]

@FreightAlley A private version would basically be the NE Corridor/Acela and maybe Pacific Surfliner. My understanding is that everything else hemorrhages money. A lot of senators would have to explain to their constituents why there is no more passenger rail in 40 states

[Mark Mason @MasonMarkR]

@ReustleMatt Can I interest you in a potential partnership for your capital? Or my brand new crypto rug pull?

[Mark Mason @MasonMarkR]

@DanielSLoeb1 @tferriss @bryan_johnson The picture of him holding a bag of his own plasma needs to have a graphic content warning on it

[Mark Mason @MasonMarkR]

@eric_seufert Not much noise - mostly signal here

[Mark Mason @MasonMarkR]

@JonahDispatch With the other stuff being the 4 accounts that tweet constant praise/bait desperate for said owner’s retweet

[Mark Mason @MasonMarkR]

@micsolana Initially was on my “no brainer renew” list along with Cometeer…. Then the reverse network effects kicked in hard and it’s basically useless. Haven’t used it at the airport last 5-6 times although it did get me into MSG quicker….

[Mark Mason @MasonMarkR]

@mmlightcap Congrats!

[Mark Mason @MasonMarkR]

Hard pass on the “flesh hat” Tubi ad

[Mark Mason @MasonMarkR]

@MikeDuda @KivaDickinson Most memorable commercial so far