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16 results for “capital intensity”
“It's also really fucking hard. Running a regulated business is really hard. It is capital intensive. What I've seen over and over again is VCs being attracted to the appeal of a capital light model, and then the hammer comes down.”
...light part of this just means we're not going to invest in compliance. And, like, you can grow really quickly up through, like, series b, series c, and then the hammer comes down, and that's it for th
33:17 / 34:01
Consequences33:17 – 34:01
...turn on capital? Because at the end of everything, that's what creates shareholder value. What creates shareholder value is you have a finite amount of debt and equity. You need to put that to use, and you have to get back a lot more capital than you
19:21 / 20:32
from transcript19:21 – 20:32
“Why AI infrastructure investing is off-limits for most seed funds”
...capital intensity ends up being really tough for the seed players.
14:29 / 15:06
market insight14:29 – 15:06
...capital, and that's what you have to generate a return on. So the purchase price is very important, and you must stay disciplined on price. If you overpay for an acquisition, you're in a hole, and it may be many years of destroying value before you'r
20:14 / 21:16
from transcript20:14 – 21:16
is cheap, we can do something with that. We'll find a manager and add to them or whatever it takes. How do you balance the notion of static risk with the concept that there may be something like structured credit that you think is an opportunity? So
29:16 / 30:26
from transcript29:16 – 30:26
...to capitalize and achieve those savings if you have buy in at the top of people who view this as owners of the business, who want to run it optimally for the business and not necessarily for themselves. What is centralized the what need? It's basical
30:44 / 31:47
from transcript30:44 – 31:47
securities or asset classes. So how much alpha do you expect is the numerator? How much volatility, single standard deviation around that alpha, do you expect in any one year? And if you think about that all the time and you're adding managers, theor
34:31 / 35:42
from transcript34:31 – 35:42
...cost of capital of insurance subs at some of the big asset managers. How have you thought about the strategic activities that you've seen in accessing capital at some of your competitors?
44:56 / 46:02
from transcript44:56 – 46:02
...of capital. It's a ton of money on the one hand. On the other hand, it's not compared to some of the giants out there and some of the public alternative managers. What we have decided to do is to stay focused on mid cap, on middle market, but think a
41:59 / 43:03
from transcript41:59 – 43:03
...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 / 1:47
from transcript0:46 – 1:47
...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 / 1:47
from transcript0:46 – 1:47
...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 / 1:47
from transcript0:46 – 1:47
...the capital structure positioning benefit is huge, but it's the underlying small business execution risk, which I think is really more idiosyncratic and case by case. And so in that situation, if we were unfortunate, that might mean that our returns
47:18 / 48:26
from transcript47:18 – 48:26
...to be better capitalized. They have, let's say, broader management teams. They have more access to resources. Those companies have done persistently and consistently better. EBITDA is strong and growing.
6:45 / 7:47
from transcript6:45 – 7:47
...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 / 1:47
from transcript0:46 – 1:47
...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
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