Imran Khan
14 statements across 1 episodes · 2 bullish · 9 bearish · 1 people on the record · first statement Aug 26, 2024 by Imran Khan · said 8 times in 3 episodes since 2019 · across every show →
On the record as a speaker too: Imran Khan's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Jeremy Liew (6), Jason Wilk (1), Harry Stebbings (1)
tap a year for its mentions
2025 2 mentions in 1 episode
2021 3 mentions in 1 episode
Everything said about Imran Khan, oldest first
Aug 26, 2024 positive
Khan: Snap's finance team questioned acquisition prices that Spiegel underwrote
“So Evan from a day one had a very deep conviction on his product and, you know, like the lenses, acquisitions that we acquired, you know, Evan looked at the product and he knew exactly how people are going to use the product. You know, we finance guys. I'm lik…”
Aug 26, 2024 negative
Khan: Criticizing 20% to 50% IPO stock pops is misguided
“So I have great respect for Bill Gurley. He's a very, very smart guy incredibly talented, but this one thing I think he, I don't agree with him, you know I think he's over-focused on One day stock pricing. Ah, now listen, if the stock doubles, that's obviously…”
Aug 26, 2024 negative
Imran Khan: Private firms raising money continually for liquidity is wrong
“If you're a private company and you don't want people's pay, like, don't want to deal with public market, I think that's an honorable thing to do if you make your business profitable and pay it back to other people's money, but constantly going raising money t…”
Aug 26, 2024 negative
Khan: VCs claiming founder-first loyalty over LPs are dishonest or clueless
“No, because your fiduciary responsibility legally is to your investors who gave you money. Is the guy who manage money for a fire track, you know, fire, you know, fighters, or who manage money for the teachers, You're, they give their pension money to you. You…”
Aug 26, 2024
Aug 26, 2024 bearish
Khan: IPOs with minimal day-one pops cause aftermarket stock crashes
“If they're buying the stock at the price that it doesn't go up, only goes up 10%, they're gonna dollar-weighted average, so they're not gonna go buy the stock. So you're gonna have a supply belt that, you know demand imbalance, they will probably sell the stoc…”
Aug 26, 2024
Khan: Great CEOs Outperform by Underwriting Perceived Risk Through Conviction
“The second and third thing, I think this is actually true for every great CEO. One, they understand their customers. Number two, they have deep conviction, because the reality is return is a function of, you know quote unquote risk, you know, and, you know, an…”
Aug 26, 2024 bearish
Aug 26, 2024 bearish
Khan: Private market investments face severe write-downs and permanent capital loss
“People didn't write it down to zero or near zero, And that will happen over time, and then people will realize that it's not only a DPI issue, it's also permanent loss of capital. I don't think people are realizing that they have permanent loss of capital in m…”
Aug 26, 2024 negative
Khan: Founders obsessing over valuation are neglecting their primary job
“Over obsessing about the valuation of your business is not the right thing to do, because at the end of the day, a founder job is to create business. What is the value of the business? That's the job of an investor. So a founder who obsessed with valuation, th…”
Aug 26, 2024 negative
Khan: Keeping tech companies private long-term risks obsolescence from 15-year cycles
“Why it's really bad from an investor perspective to encourage companies to stay private very long is this technology landscape shift every 15 years. So if you look at, you know, late seventies, early eighties, it was a microcomputer. Mid sixties was mainframe …”
Aug 26, 2024 negative
Khan: Existing investors marking up rounds for employee liquidity is problematic
“I don't think it's a great look when you're existing investor marking up that existing deal to give employees the, you know, liquidity. I'm surprised that investors are not, like, allocators are not asking the hard questions.”
Aug 26, 2024 neutral
Khan: Slowing SaaS companies should prioritize margins and capital return
“If you have a business that is growing slower, but relatively steady, I think you should focus on improving your margins, be more cautious on cost, drive more efficiency in the businesses, return capital to the investors, right? Because if you, if you're gener…”
Aug 26, 2024 positive
Khan: Box and Dropbox margin expansion required public market discipline
“Like, I don't think the margins that Box and Dropbox is generating, if they could have generated, if they would just stay private. Because the growth was slowing, they were forced to look at the business and run the business better.”