What Holdco Investors Can Learn from Neil Mehta (Never Outsource DD!)

Neil Mehta built Greenoaks Capital into one of the most successful — and secretive — investment firms in the world. While most VCs chase hype, Neil built a reputation for radical focus, long-term thinking, and doing his own diligence. In this solo research episode, I break down what holdco builders, private equity investors, and traditional business owners can learn from Mehta’s strategy — from his obsession with simplicity to how he scaled Greenoaks to $15b AUM without raising hype-driven r...