Alex de Pfyffer & Ross Porter - Investing Strategies in Data - Ep.150

<p>My guests on this episode are Heritage Holding co-founders Alex de Pfyffer and Ross Porter. Heritage acquires companies across industries, but has a special focus on IT services and data centers. I’m a data geek and love talking with entrepreneurs in data, and haven’t talked with much of anyone on the hardware side so this conversation was a lot of fun for me.</p><p>We talk about identifying companies offering essential services, their data center acquisitions and strategy, what they’ve learned from private equity on growing companies, and thoughts on a long-term structure for Heritage going forward.</p><p>Listen weekly and follow the show on <a href="https://podcasts.apple.com/us/podcast/think-like-an-owner/id1445929750" rel="nofollow">Apple Podcasts</a>, <a href="https://open.spotify.com/show/3Fbv9d4HpDwuO4MOPvgdvO?si=bfa67fb76c654755" rel="nofollow">Spotify</a>, <a href="https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5yZWRjaXJjbGUuY29tLzI1ODM4YjdlLTdlZTgtNGZjMC05ZjU0LTViNjJkZDNmZTBjNg" rel="nofollow">Google Podcasts</a>, <a href="https://www.stitcher.com/show/think-like-an-owner" rel="nofollow">Stitcher</a>, <a href="https://www.breaker.audio/think-like-an-owner" rel="nofollow">Breaker</a>, and <a href="https://tunein.com/podcasts/Business--Economics-Podcasts/Think-Like-An-Owner-p1180625/" rel="nofollow">TuneIn</a>. </p><p><strong><u>Links:</u></strong></p><p><a href="https://www.heritage-holding.com/" rel="nofollow">Heritage Holding</a></p><p><a href="https://www.linkedin.com/in/alexandre-de-pfyffer-a9603021/" rel="nofollow">Alex de Pfyffer on LinkedIn</a></p><p><a href="https://www.linkedin.com/in/rossport/" rel="nofollow">Ross Porter on LinkedIn</a></p><p><br></p><p><strong><u>Topics:</u></strong></p><p>(3:03) - What’s the background for Heritage and how did you each get to this point?</p><p>(5:56) - What ideas were you considering for a startup?</p><p>(7:57) - Have there been any guiding principals or common threads through the acquisitions you’ve done thus far?</p><p>(11:49) - What does the data ce