ACQ2: The Acquired Interviews

Hello LPs!

Posting the audio recording of our Book Club Zoom session with Will Thorndike from The Outsiders in digestible podcast form. Big thank you to Will and to all of you who made this a really special experience. For those of you who weren't able to attend, we hope you get as much out of the recording as we did live!

Thanks as always for being on this journey with us,

- Ben & David


LP GDrive link:

Book notes public post:

GDoc version of book notes:


Outsiders Book Notes

Summary Thoughts:

This fantastic book consists of eight case studies of “Outsider” CEOs who, borrowing the words of Warren Buffett’s quote on the cover, “excelled at capital allocation” and created enormous shareholder returns during their tenures.

Btw, how crazy is it that Warren Buffett gave the cover quote? That rivals Reed Hastings writing the forward for 7 Powers. 😀

All of the CEOs profiled (with the exception of Buffett himself) operated in the pre-internet and, in most cases, pre-private equity eras. While much has obviously changed -- the days of buying companies for

What is ACQ2: The Acquired Interviews?

ACQ2 is Ben and David's conversations with expert founders and investors. Acquired the stories of great companies — and ACQ2 dives deeper into the lessons we can learn from them, often with the protagonists themselves.