This one's just for the business owners.

@greatinvestments

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Selling · Course / Info

Alpesh Patel's Investing Courses

https://www.alpeshpatel.com/links ↗

Why it worked

The video provides high-value, actionable financial advice tailored to a specific audience (business owners), establishing authority before offering a soft sell to his educational resources.

Summary

The creator explains how business owners can use their company's surplus cash to invest in undervalued, growing companies, effectively turning their business into a family office. He encourages viewers to check the links in his bio to learn more about his investment strategies.

Structure

1Identify target audience of business owners
2Explain the strategy of investing company surplus
3Define the benefits of acting as a family office
4Explain the tax advantages of this approach
5Call to action to learn more via bio link

Product placement

The creator promotes his own investment expertise and educational resources, which are linked in his bio.

Call to action

If you wanna learn more, go to the links in the bio.

Original caption

Link in bio

More from @greatinvestments

Their other posts in the index, biggest breakout first.

On-screen text

Become an angel investor. Open your own family office. Investing Made Simple Alpesh B Patel OBE Hedge Fund Manager, Barrister, Financial Times Author, ex Bloomberg TV Fmr Fellow in Business, Oxford University THIS ONE'S JUST FOR THE BUSINESS OWNERS YOU SPEND YOUR LIFE EARNING LOTS OF MONEY IN YOUR BUSINESS GET A GENERAL INVESTMENT ACCOUNT MAKE SURE YOU'RE NOT TRADING IN EQUITIES, BUT INSTEAD INVESTING IN THEM GET THOSE BIGGEST COMPANIES IN THE WORLD TO THEN MANAGE THAT CAPITAL WHAT AM I TALKING ABOUT? LET'S SAY YOU BUY A WESTERN DIGITAL OR EVEN A ROLLS ROYCE, WHATEVER IT MIGHT BE BASED ON THE CRITERIA THAT WE USE, UNDEVALUED COMPANIES WHICH ARE GROWING THEN WHAT YOU'VE DONE IS YOU'VE JUST BECOME YOUR OWN FAMILY OFFICE YOU'VE JUST BECOME YOUR OWN ANGEL INVESTOR, YOUR OWN VENTURE CAPITALIST, BUT IN LIQUID STOCKS, WHERE AT THE CLICK OF A BUTTON YOU CAN EXIT BECAUSE YOU'RE PAYING CORPORATION TAX ON THAT, ONLY ON PROFITS. ONCE REALISED AND YOU'RE INVESTING, THAT SHOULD ALLOW A ROLL UP OF RETURNS, EVEN THOUGH IT MIGHT NOT BE IN YOUR SIMPLE PERSONAL PENSION SO THAT SURPLUS CASH IN YOUR COMPANY CAN COME TO SOME GOOD USE IT'S SO OBVIOUS IF YOU WANNA LEARN MORE, GO TO THE LINKS IN THE BIO

Transcript

This one's just for the business owners. You spend your life earning lots of money in your business. Get a general investment account. Make sure you're not trading in equities, but instead investing in them. Get those biggest companies in the world to then manage that capital. What am I talking about? Let's say you buy a Western Digital or even a Rolls Royce, whatever it might be based on the criteria that we use, undervalued companies which are growing, then what you've done is you've just become your own family office. You've just become your own angel investor, your own venture capitalist, but in liquid stocks, where at the click of a button you can exit. Because you're paying corporation tax on that, only on profits. Once realised and you're investing, that should allow a roll up of returns, even though it might not be in your simple personal pension. So that surplus cash in your company can come to some good use. It's so obvious. If you wanna learn more, go to the links in the bio.