generational companies
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Oct 14, 2024 by David Frankel · across every show →
Everything said about generational companies, oldest first
Oct 14, 2024 negative
Frankel: Seed funds cannot rely on chasing high-valuation outliers as a strategy
“Rearview mirror on this, you can't build a fund on this. Rearview mirror, you can think about that one that you missed, and they're one or two in a generation. There are these generational companies, or maybe there is one a year, and if you're in that company,…”