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15 results for “hands on investing”
the rational sort of discussion. So, Ryan, if you and I were sitting down and I showed you all the data on a piece of paper of the historical risk adjusted returns of private equity versus public, like, you would you would do that all day long. But i
19:05 / 20:32
from transcript19:05 – 20:32
...big investing lessons that you take away from this specific story that you feel are generalizable to what makes great investments of this type possible? So distressed assets, you said it earlier, and it's a line we use all the time. It's a full conta
52:26 / 53:32
from transcript52:26 – 53:32
because you're really tuning your antenna in the beginning. My first check ever obviously ended up being a wild success, but there was lots of checks after that that did not. You have to accept those failures as a lesson as you go forward and then in
1:03:45 / 1:04:49
from transcript1:03:45 – 1:04:49
...or private investing firm, we have to be able to understand when things aren't working out so we can sell them. But just as importantly, if we're gonna go invest in something that has real risk, like Duolingo, we have to understand when things like D
1:02:59 / 1:04:01
from transcript1:02:59 – 1:04:01
...on your hands? And I know you do late stage private investing as well, so you're looking at these companies when they're at or near their IPO. We'll talk about going public later on and why that's valuable. But what have you refined to be the most im
9:40 / 10:47
from transcript9:40 – 10:47
investing is hard. I could look back at my time at Yale and say, boy, investing in hedge funds was so easy. You could invest in a diversified group of mergers doing merger arbitrage and make 14% net with very little risk. The hard part was knowing th
33:51 / 34:53
from transcript33:51 – 34:53
...investing. You brought in people that are operators that may not have been long time VCs, but really understood sort of the manufacturing or physical world. You teach them to be investors. They're now acting as stewards of capital. How do you think a
11:24 / 12:26
from transcript11:24 – 12:26
...in investing these public stocks for over all these decades, and we've tried different strategies. And and, you know, I think we again, we wanted to practice before we got better. As we practice, I tended to be the bigger trader. I think my partner s
1:36:00 / 1:37:00
from transcript1:36:00 – 1:37:00
...investing world. So much of what makes you so interesting to me is just so different than like the institutionalization of an asset class, which you hear a lot about as it relates to venture these days. And there's so much money flowing around, so of
1:07:28 / 1:08:33
from transcript1:07:28 – 1:08:33
...investing around. There's lots of ways to win. I rely on one or two factors. One of the things I'm personally really focused on is thinking about the different kinds of opportunity costs for capital today as rates have gone up as the S and P has a ce
14:51 / 16:05
from transcript14:51 – 16:05
...for that kind of investing in that style of private equity. I think the standard group of great deal makers who know some allocators or rich families that will back them in buying companies, but they don't actually do anything other than buy the comp
1:26:59 / 1:28:04
from transcript1:26:59 – 1:28:04
...investing is the hardest day to invest is always today. Throughout my career, you could look back at different points in time and say, wow. I'll tell you, the number of people who said they bought the market or bought credit in o nine is far higher t
33:04 / 34:11
from transcript33:04 – 34:11
often what investors will hear from portfolio managers, as an example, is that it's often framed as risk. So with that being said, how should allocators reframe liquidity as a design choice? And how do you decide what should be liquid versus intentio
18:44 / 20:12
from transcript18:44 – 20:12
like, just leave it alone. The leave it alone strategy works pretty well. You know, I've I've seen you know, we all kinda go up and down kind of together. And there's a, of course, a lot of beta driving all the portfolios, and then there's some alpha
1:36:42 / 1:37:57
from transcript1:36:42 – 1:37:57
you're getting access to these great investment opportunities that otherwise, if you were a traditional venture investor, you would have to do all of that effort and work to build it. We're going to take board seats. We're going to give you great adv
1:49:31 / 1:50:47
from transcript1:49:31 – 1:50:47
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