Ari Levy

speaker

238 appearances 1 recordings 1 series first heard Feb 2026 last heard 12 Feb

Ari Levy’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.

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How I Invest with David Weisburd · E303: What Blackjack Taught Me About Investing w/Ari Levy · 12 Feb 2026 podcast

But

And that was the rest of the data.

It depends on the company.

You know, we've just having been in the small cap markets for my whole career, the more, more actually the, the more arbitrage like things have been more for the last 15 years.

Um, but the full 25 years I've been in the public markets has been, I've always been picking stocks.

So if there, if you have some historical knowledge of the companies, we're finding companies through screens, but a lot of it's just from having knowledge of founding it.

However, we found it before you could talk to other fund managers or whatever.

Um,

You're trying to do as comprehensive of analysis as you can.

Now, there's limitations in that there's quarterly public filings.

You don't always get full access.

You don't want inside information, of course.

Based on all those inputs and some instinct, you think that the LBO model for that particular company suggests that if you take away the $5 million of public company costs and you make certain assumptions, and the LBO model is only as good as its assumptions...

That's the private equity.

That's the scorecard for them for private equity.

It's like and such an important metric for the LBO model is what are you going to sell it for five years?

And you see so many models that just show consistent growth and then they sell it for a big multiple five years out.

Well, that there's plenty of uncertainty in that and a lot that can go wrong.

Certainly you could exceed it, but the average model is probably too aggressive.

And if you're trying to auction off a company, the highest bidder could have the most aggressive model or the cheapest cost of funding or the most synergies.

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