What if the real edge in investing isn’t another framework or deal structure—but how you learn?

In this solo episode of HoldCo Builders, I break down a mental model that quietly powers the world's top capital allocators, HoldCo founders, and hedge fund managers. Inspired by the teachings of Alix Pasquet (Prime Makaya Capital), we explore why the highest IRRs often come from behavioral change—not spreadsheets.
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In This Episode, You Will Learn:

00:57 - Why “learning” is useless unless it changes your behavior
03:27 - The overlooked relationship between physical tension and decision-making
06:47 - How elite investors maintain sharpness across decades
08:10 - How to build your personal ‘learning laboratory’ for real feedback
09:31 - Why you only need 7 right people to change your life
09:46 - The power of teaching as leverage and how it compounds
10:46 - How Buffett, Howard Marks, and others sharpen their edge by thinking out loud
16:10 - The “Futsal Principle” of rapid feedback loops for capital allocators
19:14 - How elite investors stay sharp across decades (continued)

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Follow Mikk/PrivatEquityGuy on Twitter: ⁠⁠https://x.com/PrivatEquityGuy⁠⁠

Alix on Twitter: https://x.com/alixpasquet

This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.