Horse Barn: HVAC, Windsurf, Vanguard

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Horse Barn: HVAC, Windsurf, Vanguard

Bloomberg

18 July 2025

Katie and Matt discuss search funds, post-MBA career paths, Katie’s future in horse barn ownership, search-fund flips, the Windsurf quasi-acqui-hire deal, Vanguard and Strategy, the function of index funds, owning the global financial portfolio and Perching Square Capital Management’s closed-end fund. See omnystudio.com/listener for privacy information.