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8 results for “dilution”
Concept4 mentions across episodes
dilution
But then again, if you compare it to a very long term history on most valuation metrics, you're into the sort of ninetieth percentile. So that means very high relative to the sort of historical averages, and that isn't so true in in, you know, in in
53:21 / 54:23
from transcript53:21 – 54:23
I think that, another very interesting development, I mentioned that all cycles repeat themselves in the same way, another very interesting development that's occurred since the financial crisis, so we're talking, you know, roughly over the last fift
13:14 / 14:44
from transcript13:14 – 14:44
“The seed round dilution red flag that makes most VCs pass immediately”
...25% dilution by the seed round. But, like, if they had a pre seed round with some advisers or friends and family and everything else, like, if that bucket is around 20 to 25%, that's healthy. Beyond t
20:31 / 21:13
tactical advice20:31 – 21:13
Talking about leveraging concentration as risk. You should be scared of leverage. Leverage is exactly what it sounds like. It's upping the risk and return on something. And if you take that too far, it can be dangerous. We think if you have a certain
52:28 / 53:31
from transcript52:28 – 53:31
And one of the kind of just great parts about being on the podcast is the fabulous people I got to meet. Along the way, I meet people like Jim Leitner, and I've had Mike Masters on the podcast. And those people are market wizards. They're terrific, a
7:30 / 8:34
from transcript7:30 – 8:34
Well, Tracy, one of the things that people will kinda push back on when you say that The US has become more concentrated is they'll say things like, oh, but if you go look at other indexes around the world, they're also very concentrated. And that's
8:07 / 9:16
from transcript8:07 – 9:16
concentration risk. Historically, it's a horrible idea, but you talk to people. I remember talking to my mom back in the day, and I was helping her out with her portfolio and say, mom, we gotta get rid of some of this GE. Like, you have way too much
8:57 / 10:14
from transcript8:57 – 10:14
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