> Tiny is positioned as the good guys of private equity. The Berkshire Hathway of internet businesses.
Usual PE shenanigans? Check.
> A challenge with this model is that it is difficult to acquire tech companies at reasonable prices.
> Often Tiny buys product or designer-led startups that have grown organically. They will raise prices and put standard best-practice marketing and sales processes in place.
> Canadian arbitrage includes lower salaries, not needing to pay medical benefits, SRED, and cheaper currency.
> “Let someone else run the marathon and incentivize them.”