marginal dollar

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Nov 13, 2025 by Rory O'Driscoll · across every show →

Everything said about marginal dollar, oldest first

Nov 13, 2025 positive
Insight
O'Driscoll: Small High-MOIC Funds Are Best Allocation for Marginal LP Dollars
“Now, the interesting thing is both of our different outcomes have great outcomes for the GP, and this is where if you only have one dollar to play with, and this is the most important LP fact, if you only have one dollar to play with, then obviously you want t…”
Rory O'Driscoll Nov 13, 2025 ▶ 1:15:25 Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
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