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How I Bought 10 Companies and Built a $200M Portfolio in My 30s | Eugen B. Russ Interview
Description
My conversation with Eugen Benedikt Russ.
A gentleman in his 30s who runs a $200 million a year holding company.
Since starting in 2018, they have achieved an IRR of 39% over the past 6 years.
A portfolio of 10+ companies (all majority owned)
They specialize in acquiring, managing, and operating profitable niche businesses in Online Marketplaces, Consumer Apps and SaaS
The smallest portco earns about $2-3m in EBIT, while the largest earns $19.2m in EBIT.
“These days you can run and operate profitably and successfully in these niches with a team of under 20 people nowadays. Sometimes even under 15 people. You can build a company that does $5 to $10m in revenue at a 40, 50, even 60% EBITDA margin. ”
If you care about running extremely profitable niche companies, a must listen!
Show Notes:
00:00:00 - Intro
00:05:48 - Haven’t raised a single dollar of outside capital
00:07:25 - Investment strategy (revenue, profit, location)
00:15:02 - A niche with 30% YoY growth
00:17:28 - A recent successful investment and how they think about the opportunities
00:21:38 - Finding the best talent
00:26:51 - Diversified portfolio
00:38:03 - The famous five
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Eugen on Twitter: https://x.com/eugen_russ
This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.