HOLDco

About HOLDco

An operator-led view of holding company work: acquiring, building and running durable, cash-producing businesses in the real economy. Deal criteria, diligence, integration, capital allocation, and the management questions that arrive the day after a close. Each episode takes one decision — what to pay, what to fix first, when to keep the seller and when not to, how to fund the next deal — and reasons it through from an operator's chair rather than a spreadsheet. Written for people buying and running businesses, not spectating on them. Five or six minutes an episode. Topics include deal criteria and screening, diligence that finds the real risk, deal structure and seller financing, integration priorities after close, capital allocation, management transitions, and running several businesses at once. Produced by HOLD.co, an operator-led holding company. Full details, services and further reading at https://hold.co (https://hold.co)

Publisher

Hold.co

Category

business · business

Language

en

Explicit

No

First episode

13 May 2026

Latest episode

15 Oct 2026

Latest episodes

114 episodes in the feed.

1. 

   15 Oct 2026

   Agents Beat Humans in the New Digital Marketing Economy

   AI agents are slashing digital marketing production costs by up to 92%—and the gap between retainer pricing and actual fulfillment cost is triggering a full industry repricing. This episode breaks down what that means for brand owners and agency operators right now.

2. 

   12 Oct 2026

   AI Hardware Margins Will Collapse — And That Changes Everything

   AI hardware margins are historically high — and historically temporary. This episode breaks down the forces already compressing AI silicon economics and what long-term holders should actually own as the cycle turns.

3. 

   8 Oct 2026

   What a Sale-Leaseback Actually Nets After Taxes and Rent

   A sale-leaseback can look like a clean liquidity win — until you run the full math. This episode breaks down what owners actually pocket after closing costs, depreciation recapture, capital gains taxes, and two decades of escalating rent.

Contact HOLDco

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.