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17 results for “capital deployment”
Concept2 mentions across episodes
capital deployment
So relative to the .com, CapEx is actually supported by cash flows, and CapEx as a percentage of revenue is considerably lower. So that's simple headline. We can zoom to the next slide, but, you know, I feel much better about this CapEx, you know, dy
30:00 / 31:00
from transcript30:00 – 31:00
...chunks of capital, capabilities around Greenfield and the ability to identify the right projects are going to be huge. Pricing often a lever that you can think about as you think about it. What is mostly contractual based business across a lot of the
15:49 / 16:54
from transcript15:49 – 16:54
...are deploying capital, you want to be confident that it's going to beat the cost of what you're selling to invest it. You need that consistent framework for thinking about that. If someone wants to invest in infrastructure, we're going to effectively
44:59 / 46:02
from transcript44:59 – 46:02
In the press release you quoted, they said, we're gonna start to spend a $100,000,000,000 in 2025. So with $13,000,000,000, you know, you you can stand up maybe 250,000 GPUs this year. Out of the $13,000,000,000 of CapEx required, you know, if you ma
9:44 / 10:45
from transcript9:44 – 10:45
...the capital to build that thing, I'm gonna have more money left over. I can charge less for the product, and I can now compete you. Right? So in this endeavor, we have to figure out a way to access really low cost capital over time, but there are dif
27:38 / 28:58
from transcript27:38 – 28:58
for a broad wing person and right next to them is a management person. And so every, every item on the list, and there's a tracker that's well over a 100 lines long, everything has a delivery date, a start date, a delivery date because of the priorit
12:32 / 13:51
from transcript12:32 – 13:51
incentivizing them, properly describing their roles so that expectations are aligned and and performance is is rightly assessed? So, we work on that throughout the entire investment period. We also focus a lot on growth and on operations optimization
14:10 / 15:17
from transcript14:10 – 15:17
...cost capital here is just a massive, massive competitive advantage. Right? So, you know, one thing I've said to the team is, like, this billion dollars is necessary but not sufficient to achieve our mission. And, you know, in the game that we're play
28:30 / 29:55
from transcript28:30 – 29:55
But if you really think about takeaways, you know, one, differential performance really does require value creation. The data bears that out, and an active approach does pay off. You know, to we've done a lot of work speaking to management teams. The
13:34 / 14:42
from transcript13:34 – 14:42
the story without the deck and buy that. When you see this done on a world class level, both for fundraising of companies as well as for funds, you can just begin at any point in the, the pitch based on what it is. You know, Isabelle, we're just you
14:10 / 15:16
from transcript14:10 – 15:16
...but then also a CapEx standpoint, you tend to pay more for these businesses, but in many cases, you should. The last one is probably the ultimate capital light real asset is land. Just it's perpetual. There's optionality. It's finite. And every time
1:02:16 / 1:03:18
from transcript1:02:16 – 1:03:18
...Capital Allocators is also brought to you by Warning Star. What if data wasn't just a bunch of raw numbers, but a clear and decisive language to help connect investment strategies with long term investor needs in a constantly evolving market landscap
0:46 / 1:57
from transcript0:46 – 1:57
Investment firms are replacing a patchwork of isolated and data order management systems, accounting systems, reporting add ons, and client tools with this fundamentally new operating model, automating complex workflows, scaling personalized client e
32:07 / 33:28
from transcript32:07 – 33:28
“Why having Capital One's founder as your investor changes everything”
...One, and I cannot tell you who the value add of having them involved is incredible just from how how they did it, how to think about it, the fact they're dealing with so many other fintech lenders, yo
27:10 / 27:36
tactical advice27:10 – 27:36
...Capital Allocators is also brought to you by Morningstar. What if data wasn't just a bunch of raw numbers, but a clear and decisive language to help connect investment strategies with long term investor needs in a constantly evolving market landscape
0:46 / 1:49
from transcript0:46 – 1:49
...capital. I love the fact that now, like, when I hear about someone that's interesting, that's doing a now I'm, like, sprinting down to the Starbucks to meet them. I love that capital has shifted that way, and there's some silly hype cycles that go al
28:30 / 29:39
from transcript28:30 – 29:39
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