Oliver Grant on Buying the Conventional, Well-Run Group
A buy-side veteran argues the contrarian case: skip the AI-mature operator, buy the conventional well-run group at a discount, and deploy the AI yourself.
Show notes
Oliver Grant is a buy-side investor with eleven hospitality acquisitions in the last six years. He joins Samuel to argue a contrarian thesis: the AI-mature operator is overpriced today, and the better trade is to buy a conventional well-run group at a discount, then re-platform it onto AI yourself.
The conversation moves into specifics — three deals he’s watching, why earn-out structure matters when lease math is uncertain, and the operating-partner question that decides whether the thesis holds.
Timestamps
- 02:00 — The thesis: three components of the AI premium
- 09:30 — Why two of the three premium components depreciate quickly
- 15:00 — The operating-partner constraint
- 19:00 — Three groups Oliver is watching right now
Related posts
service
the pass
·
Episdoe: 1 · Duration: 12:11 mins
Service Pilot: What This Podcast Is For
service
the operator
·
Episdoe: 10 · Duration: 24:15 mins
Naomi Brooks: Banquet F&B and Why Hotels Will Win the Long Game
service
vibe check
·
Episdoe: 2 · Duration: 34:01 mins