Where I come from
I grew up on a warehouse floor, in a building that smelled like cardboard and cut coax.
My parents built a video surveillance company. I worked in it from the warehouse up and eventually ran it. We sold it, and I spent a few years on the other side of the table at a venture fund before deciding I missed the trucks and the technicians more than I liked the spreadsheets.
Now I buy security companies instead of building one from zero.
NextGen Live Security
No five-year clock, no new name on the truck.
I run NextGen Live Security. We acquire founder-led businesses in live video monitoring, systems integration, access control, alarm, and fire and life safety, and then we keep them. No five-year clock, no new name on the truck.
- 01Live video monitoring
- 02Systems integration
- 03Access control
- 04Alarm
- 05Fire and life safety
Mindful Capital
Mindful Capital
I also write Mindful Capital, a weekly newsletter on buying businesses, the mental models I use to make decisions, and where AI actually earns its keep in a small company. Around 1,200 people read it. It is free.
The rest of it
Outside of work I cook, and I plan most of my travel around where I want to eat. I read biographies, which is a slow way of collecting other people's mistakes. And I follow UCLA and the Lakers, which lately is less a hobby than a test of character.
You can read more about me or get in touch.
Recent Articles
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Why I Bet on the Stretch of I-35 Between Austin and San Antonio
Two Texas cities are growing into each other. Austin and San Antonio sit about 80…
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The Box Is Dying as a Security Business Model
My family sold security cameras for a living. Boxes. Pallets. Container loads. So take it…
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AI Was Sold as Freedom. Mostly It Drains You.
The AI pitch was simple: We’d get our time back. We’d be liberated. Instead, we’ve…
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The Moat Myth in Security Monitoring
The two biggest names in security monitoring are not the two most efficient. Sit with…
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What a 19th Century Barrel Maker Can Teach You About the Security Industry
I just finished a book about the security industry (Legends of the Security Services Industry),…
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AI in Security: Why the Back Office Is Winning
Ask any operator about AI in security and you'll hear about cameras. Ask their CFO…
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