1:20 - John's path to private equity
6:04 - Hiking the Appalachian Trail and a lesson in perseverance
11:32 - Finding a great business: growth mindset
13:31 - Finding a great business: alignment to secular trends
14:30 - Finding a great business: identifiable differentiation
18:18 - The modern private equity process: managing the motion offense
25:28 - The differentiators between businesses that are successful and those that aren't
29:55 - How the best business builders in the world act in times of uncertainty
34:01 - John's book recommendation

For more information on Tuckerman Capital, go to www.tuckermancapital.com