Nick thank you for this excellent question : "What is my goal ?" I ask myself that question before investing and often decide not to invest in the stock at hand. I really appreciate your videos and keep your advice as daily reminders of how to behave before investing.
Excellent reminder that there are two ways to manage to increase shareholder value. Financial leverage and business leverage. Find companies who do both. 🖖🏻
Fascinating and Topic A today in finance. Our son's venture stage company, and likely all venture stage companies today, ask themselves questions about paths to liquidity events, timing of the events, delaying the events in favor of remaining private longer, growth by organic vs acquisitive (or both) means, et cetera. Comparing that decision space with that my generation--now retired--faced in Silicon Valley leaves me fascinated, in constant conversations with our son, and honestly, a bit dizzy. Thanks Nick; appreciate you.
Thank you for watching! We cover VC funding trends closely. We see that market as a “free lunch” for public equity investors. VCs find and fund thousands of disruptive businesses, most of which either fold or generate weak returns. A few, however, eventually go public, mature into large public companies, and help drive long-run equity returns. Best of luck to your son!
But how did the LBO triple the enterprise value of the company. My guess is that this is not financing engineering, but because as you said, it was one of the first LBO’s, it was a great purchase from some middle managers unaware of the assets value. Thereafter, conglomerates likely raised the prices on their spin offs.
No wonder you don't have more subscribers. Your video provokes thought. No bear porn or flashy intros. Thank you.
Thanks for taking the time to watch!
Thanks for sharing and education. Happy Thanksgiving
Happy Thanksgiving! Grateful you took the time to watch!
Love your videos- never miss an episode. As a fellow MBA grad I found this super relatable!
Nick thank you for this excellent question : "What is my goal ?" I ask myself that question before investing and often decide not to invest in the stock at hand. I really appreciate your videos and keep your advice as daily reminders of how to behave before investing.
Thank you very much for your support, so glad it's useful!
Nick always on point. Ty.
Excellent video, concise, useful, practical. Thank you. Looking forward to more of your insightful videos.
Excellent reminder that there are two ways to manage to increase shareholder value. Financial leverage and business leverage. Find companies who do both. 🖖🏻
Thank you for watching!
Fascinating and Topic A today in finance. Our son's venture stage company, and likely all venture stage companies today, ask themselves questions about paths to liquidity events, timing of the events, delaying the events in favor of remaining private longer, growth by organic vs acquisitive (or both) means, et cetera. Comparing that decision space with that my generation--now retired--faced in Silicon Valley leaves me fascinated, in constant conversations with our son, and honestly, a bit dizzy. Thanks Nick; appreciate you.
Thank you for watching! We cover VC funding trends closely. We see that market as a “free lunch” for public equity investors. VCs find and fund thousands of disruptive businesses, most of which either fold or generate weak returns. A few, however, eventually go public, mature into large public companies, and help drive long-run equity returns. Best of luck to your son!
Happy Thanksgiving holiday Nick. Thank you for what you do to educate the community!
Happy Thanksgiving! Thank you for your interest in our work!
Nick, great video. Very useful way to think about things. Frameworks are super important. Thanks for sharing.
Thank you for watching, so glad you liked it!
Very Interesting 🤔. Thanks Nick.
Thank you for watching!
But how did the LBO triple the enterprise value of the company. My guess is that this is not financing engineering, but because as you said, it was one of the first LBO’s, it was a great purchase from some middle managers unaware of the assets value. Thereafter, conglomerates likely raised the prices on their spin offs.
❤
Buy bit coin
Yeah that’s what I was thinking. Buy a business that owns a bunch of assets, sell off those assets to buy bitcoin for better future returns
@ST5S5 any business I start is fighting 15 % fiat debasement a year. Yeah bit coin to build wealth