Cody Sperber

speaker

930 appearances 1 recordings 1 series first heard May 2026 last heard 8 May

Cody Sperber’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

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

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So every time the PE guys come out, they stay in my house and they're like, dude, why a hundred questions?

Why do you have a notebook out?

Why are you?

And I'm like, well, I'm just curious.

And that's the most important trade is I'm curious.

I'm taking notes and I'm asking them.

So I'm like, wait, you went to the Middle East and like, well, we didn't want to take too much money from it.

And I'm just asking a million questions.

And I'm like, so what's a good return for private equity?

Like two and a half is a home run.

Anything more than that?

And they're going after this.

But as the deals get bigger, it's harder to compound.

And the flywheel's got to be on.

And then you've got to look at the TAM, the total addressable market.

And I'm like, TAM?

And I'm like, cool.

And I'm like writing all this stuff down.

And I'm like, this is amazing.

And I got obsessed.

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