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How I Invest Podcast

$6.5B Investor on Contrarian Bets, Leadership & Scaling

Jul 29, 2026 · 1:01:21
AI Summary
  • Jason Koenig built a $6.5B firm by investing in overlooked industrial assets.
  • ITE scaled from $60M to $6.5B by focusing on overlooked sectors.
  • Company culture compounds like capital; leadership lessons from scaling.

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