If Thoma Bravo acquires you, start looking for a new job. Talks about margins, but he doesn’t tell the full story. They fire as many as possible, operate super lean and then sell it before all of the peasants they burned out quit. They are also following the trend of firing US based teams for cheap labor in poor countries (India, Costa Rica)
LMAO. private investors beat public investors. Buddy just rode the levered beta wave on tech names (specifically on high growth SaaS) and thinks privates are better. There are numerous publics that deliver pure alphas like the multi-managers and have produced low double digit returns which I think are far superior to levered beta boys like this. What an idiotic take. He is a billionaire but he sure shouldn't say privates are better.
Any degree from a prestigious institution. It’s more what you do to get experience to get into this line of business, but for a simple answer, Finance.
I hope I can become this level of professional. When I see trades like this I panicked even when I know my analysis is good. I second guess myself and miss out in trades I could of won
Thank you for the invite
David never forgets to ask his interviewee about their interest in joining the govt.😂
This was a great interview 👏
Superb podcast 💯
Let’s elect him as governor of Puerto Rico
No man, we put Fonsi!
Por favor!!!🙌🏻🙌🏻🙌🏻🙌🏻🇵🇷✨🙏🏻✊
Mr Bravo you are a amazing communicator , amongst 10 other hats you where at a time
Bravo Mr. Bravo !
Good interview!
Excellent conversation!
I love David's interviews, but I would like to see him conduct more interviews with company founders.
Straightforward questions get straightforward answers ❤
Too many of those online already! As long as they’re not tech founders maybe…
I agree tech founders are usually young start up companies who proud themselves on raising funds. Not interesting to me.
This guy is fascinating
Love him. "Why not come to Miami?" Corporate Tony Montana.
loved it!
Strategic approach
why have you reuploaded this 3 times lol
Exactly. Even David Rubenstein's book printed this exact interview but with some editing of course.
Because I want him to buy KTPPF. 😊
Bravo 🙌 is most aggressive buyer
If Thoma Bravo acquires you, start looking for a new job.
Talks about margins, but he doesn’t tell the full story.
They fire as many as possible, operate super lean and then sell it before all of the peasants they burned out quit.
They are also following the trend of firing US based teams for cheap labor in poor countries (India, Costa Rica)
yeah and the quality gets worse because overseas, they dont fix bugs, just cover them up
I smell “jealousy”. Lol
@@Shah-wp6do I smell an insider who can’t handle getting called out.
@@RR-et6zp That is so true.
That's the whole of Private Equity in a nutshell 😂 And these guys always make themselves look good and people eat it up every. single. time 🤦🏼♂️
Love it ❤❤
New subscriber here
LMAO. private investors beat public investors. Buddy just rode the levered beta wave on tech names (specifically on high growth SaaS) and thinks privates are better. There are numerous publics that deliver pure alphas like the multi-managers and have produced low double digit returns which I think are far superior to levered beta boys like this. What an idiotic take. He is a billionaire but he sure shouldn't say privates are better.
They "recently" bought Anaplan and Nearmap (from ASX) 🎉
Latino Elegance
Morgan #1
What Degree do you need to do this?
Any degree from a prestigious institution.
It’s more what you do to get experience to get into this line of business, but for a simple answer, Finance.
I hope I can become this level of professional. When I see trades like this I panicked even when I know my analysis is good. I second guess myself and miss out in trades I could of won
My sibling would get in this conversation a IT at the top
Almost like CH 11
Managing to turn into public
He’s like Arnold but of technology PE world
Fishing out
Of course not he's making too much money right now. Maybe later 20 years.
Relatives from same western re
Private equity
Security tech
5
7
5
First 10 minutes didn't understand what is he doing actually
Is it just me or does he lowkey look like Joe Biden?😅
Transfer
Losing their ass. The shit is hitting the fan. Wouldn't have a penny with Thoma Bravo.
Region
Climate eco
My mom grandma juxtaposed
Great interview!