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19 results for “geographic fragmentation”
“Why Europe's next unicorns are hiding in plain sight across fragmented markets”
...some geographic fragmentation also in The United States, in Europe, the geographic fragmentation is huge. You know, the next Spotify or the next DeepHub or the next content follow-up can start in Mila
2:16 / 2:45
market insight2:16 – 2:45
...some geographic fragmentation also in The United States, in Europe, the geographic fragmentation is huge. You know, the next Spotify or the next DeepHub or the next content follow-up can start in Milan or in Lisbon or in Berlin or in Copenhagen. You
2:16 / 3:21
from transcript2:16 – 3:21
...or geographic fragmentation, which then makes your software and your platform more valuable. Because if they just were like, hey. I've got two or three suppliers. It's rock solid. I don't really need to make changes. There'll be less need to, have a
34:20 / 35:32
from transcript34:20 – 35:32
...We have the geographic fragmentation in Europe, which is very different to The US. Politically, it's it's really, I mean, quite in a bad place at the moment. And so, yeah, I understand. But at the same time, as you said, talent density is insane. The
20:16 / 21:16
from transcript20:16 – 21:16
...you had geographical splits in UBS between the New York desk and the Zurich desk and London desk. You had this completely fragmented system, and the new products fell to the cracks. And UBS ended up running enormous risks that almost blew up even tho
32:15 / 33:18
from transcript32:15 – 33:18
...geographically. The second one is that it let's say, the companies have to learn how to deal with VCs. So they have also to be selective to go to the right ones. So often it takes long because they start in a wrong way. So we also train them to do th
38:20 / 39:24
from transcript38:20 – 39:24
...your geographical locations. But is there anything else that's allowing them truly to capture those price increases and seemingly pass on inflation while they're doing it from year to year? If you think about it, it's a very fragmented customer base.
22:27 / 23:31
from transcript22:27 – 23:31
In fact, I recommend a great book on this topic, How Big Things Get Done by Danish economic geographer, Ben Flyberg. The cost of nuclear power plants is massively prohibitive. The challenge of raising capital to finance them and the cost of that capi
33:07 / 34:11
from transcript33:07 – 34:11
...wide geographical, is there anything they can offer just at a local level that differentiates them? Yes. For sure. These guys have done a really good job at incorporating technology into their business. I mean, this business is super old. The way it
23:14 / 24:19
from transcript23:14 – 24:19
...broaden geographic reach, or add exposure to attractive end markets, not to chase headline scale. So this discipline is underpinned by its conservative financial model. The balance sheet is kept strong, leverage is modest, and free cash flow conversi
35:12 / 36:19
from transcript35:12 – 36:19
...see fragmentation for quite a while before we see consolidation. I need your advice. You know, Abridge in The US, I'm not sure if you're in it, but I'm sure you know it. Very simple. There's a European player that does, like, medical transcription fo
20:28 / 22:04
from transcript20:28 – 22:04
...see fragmentation for quite a while before we see consolidation. I I need the show is successful because I'm very open with my troubles. I need your advice. You know A bridge in The US? I'm not sure if you're in it, but I'm sure you know it. Very sim
20:56 / 22:08
from transcript20:56 – 22:08
...of geographically close, I guess, and maybe not a big enough ecosystem on its own to to have a a standalone, you know, nomenclature, but it's not not part of Europe, the continent, or or the EU. And so if we kinda take the work in definition of Europ
20:12 / 21:16
from transcript20:12 – 21:16
I think your point there and look at that incentive schedule and what they're prioritizing, and that's usually where you'll find the company prioritizing their focus. I do wanna get into the segments, at least in terms of the way that the company pre
17:14 / 18:20
from transcript17:14 – 18:20
Or is it to just drive liquidity for other uses is something that we don't have the transparency in, but the distressed selling market, I think, is not something we see very often. I would call it a strategic selling market. As an active participant
18:04 / 19:05
from transcript18:04 – 19:05
And even within sectors, the strategies themselves can be very different. So in one fund of ours, we might have a technology oriented buyout manager that focuses on very high growth companies. And then in the same fund, we might have a technology ori
36:49 / 37:51
from transcript36:49 – 37:51
reports its businesses in three broad divisions. These are not hard silos. We've found with other companies that we've investigated. There are more counting categories designed to reflect the decentralized style, but they are useful starting points t
18:00 / 19:01
from transcript18:00 – 19:01
But, for example, we're doing Facebook data centers, and we're building out a data center, and maybe it applies on the specialty side. It's like, oh, can we go and sell the alarm system or the suppression system? That's what National Services Group i
20:19 / 21:19
from transcript20:19 – 21:19
It used to be that one analyst or two analysts could cover REITs. The four major food groups covered two thirds of the space, and they were correlated, and there was no secular. Today, that's not the case. Whatever you know about office is completely
29:54 / 31:03
from transcript29:54 – 31:03
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