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14 results for “growth investing”
Concept8 mentions across episodes
growth
Topic8 mentions across episodes
Growth investing
...growth investing. Let's talk about a lot of now we all know growth and value, all know the disciplines of value investing, hear about it a lot of the time, and certainly the conversations I have. What is it about growth stock investing that works? Yo
7:34 / 8:36
from transcript7:34 – 8:36
...For us, growth invest in companies at the later stage of their life cycle. So, typically, once they found product market fit and our early stage investing companies early stage when they're kind of trying to find product market fit, we invest in comp
4:25 / 5:38
from transcript4:25 – 5:38
...table stakes in growth investing. They're not actually, in my experience, what gives you edge in making great growth investments. So, you know, we don't take risk on investing in anything but high quality business models. But in my opinion, this is n
4:30 / 5:30
from transcript4:30 – 5:30
...Growth sits in between, and the original virtues were investing after the technology risk has been eliminated. So a product or service is available. Consumers are touching it or enterprises are touching it or small businesses are touching it. And our
15:42 / 16:47
from transcript15:42 – 16:47
...Growth sits in between, and the original virtues were investing after the technology risk has been eliminated. So a product or service is available.
14:50 / 16:01
from transcript14:50 – 16:01
...because those funds are 80% later stage. So we had to backfill that. And then there's advantages to that too, which is the absolute return. You gotta build a basket. Right? But the basket, I think, can do five x of those seed funds
25:19 / 26:35
from transcript25:19 – 26:35
...future growth. So we have to be prepared to make those judgments faster and assess those questions quicker. It used to I remember when I started at GA, it would be like, okay, a company's raising money and, you know, let's take two months and you tur
16:16 / 17:36
from transcript16:16 – 17:36
...real value. For growth investing, I I I like it because I tend to see the world more positively. I think it's consistent with where I am kind of psychologically. And to me, optimists rule the world. I think optimists are the ones who ultimately get i
8:16 / 9:23
from transcript8:16 – 9:23
...30% growth, the market still doesn't fully value the growth rate. Why is that the case? I think it's just hard to model. My conclusion I've studied all these companies that are I call them the model busters, but I've studied all these companies, and
43:52 / 45:28
from transcript43:52 – 45:28
...growth because those funds are 80% later stage. So we had to backfill that. And then there's advantages to that too, which is the absolute return. You gotta build a basket. Right? But the basket, I think, can do five x of those seed funds versus what
25:55 / 27:20
from transcript25:55 – 27:20
...in growth, not just from an investment standpoint, but from an almost deeper economic or even philosophical standpoint. Why do you care so much about the concept of growth? It seems like that is the thing underpinning all of your behavior. We're big
18:59 / 20:34
from transcript18:59 – 20:34
...just takes care of so much for you and derisks so much for you. I think above 30% growth, the market still doesn't fully value the growth rate. Why is that the case? I think it's just hard to model. My conclusion I've studied all these companies that
44:53 / 46:24
from transcript44:53 – 46:24
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