Kavak
2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jul 26, 2021 by Nick Shalek · said 11 times in 7 episodes since 2021 · across every show →
Mentions by year
brought up most by Marcelo Claure (4), Nick Shalek (3), Nicolas Szekasy (2), Harry Stebbings (2)
tap a year for its mentions
2024 1 mention in 1 episode
2022 3 mentions in 2 episodes 2 per episode
- 20VC: 13 of the Great Investing Minds on When to Pay Up vs When To Remain Disciplined and Walk Because the Price is too High: The Ultimate Guide to Price Sensitivity
- 20VC: How Today's Market Changes How Companies Should Approach Burn and Runway, Are Financing Markets Closing? How To Know When To Pay Up vs Stay Price Disciplined & Why The Most Important Thing in Venture is Generating Positive Selection with Bill Cilluf
- every mention in 2022, scene by scene →
2021 7 mentions in 4 episodes 2 per episode
- 20VC: Ribbit Capital's Nick Shalek on How To Think Through Ownership and Price Sensitivity, When More Money and Pre-Emptive Rounds are Good vs Bad & Investing Lessons from Yale's David Swensen
- 20VC LATAM: LATAM's Largest Fund, Kaszek Ventures on Scaling from $100M to $1BN, Why Capital is not a Source of Moat & Why LATAM is More Than Copycat Companies with Nicolas Szekasy, Co-Founder @ Kaszek Ventures
- 20VC: Marcelo Claure, CEO of Softbank Group International on Lessons From Investing $1BN Per Week with Masa Son, How Softbank Could Have Up To 8 Companies Go Public in LATAM Alone Next Year & How Softbank Analyse Both Deal Pricing and Competition Today
- 20VC: Has Price Discipline Disappeared? Is it Possible to Build Ownership Over Time? Why Venture Is Less Collaborative Now Than Ever? How fast Do Breakout Companies Become Obvious? How To Construct an Optimised and Repeatable Investment Decision-Making Pr
- every mention in 2021, scene by scene →
Everything said about Kavak, oldest first
Jul 26, 2021 bullish
Feb 9, 2024 bullish
Claure: Entry valuation did not matter when investing in Kavak
“Perfect example of that is Kavak in Mexico. The size of the used car marketplace in Latin America, especially in Mexico, is gigantic. So therefore, at the beginning, it didn't matter if the price was 204 hundred million, it really didn't matter because the siz…”