Founder-led investing with Joseph Ziller from Ziller Funds Management
Is founder-led investing a genuine, repeatable edge, or just a story investors tell themselves? This episode makes the case that it is. The discussion with Joseph Ziller from Ziller Funds Management covers how to assess founder quality beyond the financials, the red flags that disqualify an otherwise compelling business, what it takes to run a concentrated global portfolio with real conviction, and how to think about valuation when the best companies rarely look cheap.
