Every time I hear the words special situations investing or event-driven investing, my ears perk up. When looking for a podcast to listen to last weekend, I came across a very interesting one where Patrick O’Shaughnessy interviews Jeremy Giffon about his unique investing approach in private markets. It has been almost a year since I wrote a review of the book Dead Companies Walking and I figured I would do something different this time, a podcast review instead.
Jeremy Giffon started his career at Victoria, B.C. based MediaCore, which was acquired by Workday (WDAY) in 2015. He was the first employee and general partner at the private equity firm Tiny (TSXV: TINY). This May 2023 shareholder presentation that discusses the merger of Tiny with WeCommerce is chock full of information about the firm.