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16 results for “market dynamics”
...market? Well, see, I think that's a myth. I think I think there really isn't pricing power. If there were pricing power, we wouldn't see some of the actions that we're seeing in the in the world today. And what I mean by that is there are some mills
38:14 / 39:19
from transcript38:14 – 39:19
...sold for the marketplace because that's probably the best metric for underlying growth of the marketplace business. Yeah. Incredibly difficult to isolate the variables. I think we touched on it early, but the execution is
1:05:18 / 1:06:19
from transcript1:05:18 – 1:06:19
...market, we see that that net profits after tax is down almost 200% over the measurement period. So that is consistently negative over the past two years. It's a troubling place for the middle market. And like I said earlier, there's this nagging feel
8:57 / 9:59
from transcript8:57 – 9:59
...market, EBITDA is challenged. I mean, there's no other way to put it. I think over the measurement period in the most recent data, EBITDA has been down 25% since 2019. That's really a difficult place to exist. Margins in the middle market are also mu
7:28 / 8:32
from transcript7:28 – 8:32
...market, and then invested in payments and logistics to solve customer pain points, and that unlocked further growth.
1:10:32 / 1:11:35
from transcript1:10:32 – 1:11:35
“Great founder in small market vs good founder in mega market”
...market with a wedge that is not easily able to expand, I think will build an incredible business. But without having that core market and that core trend, it's hard to get to a 100,000,000,000.
17:51 / 18:45
framework17:51 – 18:45
...functioning market, what we are always debating is when a set of cash flows go from becoming highly confident to less highly confident. It's a when conversation. So when will Coca Cola's cash flows be impacted? When will Eli Lilly's cash flows be imp
3:41 / 4:46
from transcript3:41 – 4:46
...in the public markets in the coming years. And maybe I'd focus your attention on the right side, which is, you know, if you just took a four box of, like, low growth, high growth, low margin, high margin, and paired up those types of companies, this
26:11 / 27:20
from transcript26:11 – 27:20
...The IPO market remains unattractive for most private companies. Being the CEO of a public company once carried aspirational
3:47 / 4:53
from transcript3:47 – 4:53
Attitude in Europe a lot, that Europe was not going to be a bigger, more integrated place. There was a lot of opportunity economically. You know, clearly, China joining the World Trade Organization was another big event. But I also think what drove i
23:57 / 25:11
from transcript23:57 – 25:11
And some of the clients we have have suppliers that are suffering with their own capacity needs and pressures who will absorb that cost, and the price to their customers won't change. And it's not clear I don't think it's clear to anyone overall what
8:14 / 9:23
from transcript8:14 – 9:23
...markets are very robust, as you mentioned earlier. Public markets set good marks for people that want to sell assets, but also give people confidence in buying assets that they're buying into a strong economy and strong times ahead and not weaker tim
9:40 / 10:54
from transcript9:40 – 10:54
...two markets can arbitrage large pricing discrepancies. The question then is whether their differences are enough for private equity to make up for the costs of doing business. Leverage, size, control, dispersion, and illiquidity each in theory positi
4:33 / 5:36
from transcript4:33 – 5:36
...time to grow market share. Those are just a few examples. You don't have to be a macroeconomist. You just need a repeatable dashboard, where to go, what to look at, and what levels matter. So if you're a private equity manager, private credit manager
22:28 / 23:38
from transcript22:28 – 23:38
...markets having returned amazing amounts the past fifteen years, like sentiment very dour in certain areas. How do you guys kind of think about the squishier side of economics? You know, the people, the behavioral side, the sentiment side, you know, s
20:21 / 21:25
from transcript20:21 – 21:25
...the market shifts into that mode, what you see are that the holders of those equities want a massive margin of safety. What does that mean? They have to take PEs way down. If you used to trade at 40, you should trade at 20. If you used to trade at 20
6:00 / 7:00
from transcript6:00 – 7:00
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