Navan, every mention

11 scenes (2025), the whole family · ← back to Navan

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where Navan comes up

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▶ 1:15:15 unnamed speaker If you talk about someone like Lightspeed, they've kept their ownership in the van and gotten a five X, but on two hundred and fifty million dollars. 2 times in the scene

▶ 1:10 Harry Stebbings We're going to start with Navan's IPO. 10 times in the scene
▶ 15:30 Rory O'Driscoll And I think the other interesting thing just about the Nirvana, just to make it is that, well, really interesting, you cited the numbers for, you know, amazing numbers for Lightspeed, Auron, all those guys. 2 times in the scene
▶ 56:12 Rory O'Driscoll And we've just agreed, you know, from the Navan comp, you're still only going to trade at seven times revenues, but it's a downside better. 2 times in the scene

▶ 42:06 Harry Stebbings I hope he doesn't mind me saying this, but Oran's Eve, a lot of concentration across funds in Navan, and at points that has looked very, very nerve-wracking, point being when it went to zero in Covid. 4 times in the scene
▶ 49:10 unnamed speaker Navan is very much trip and travel focused with a small amount of software. 6 times in the scene
▶ 1:10:01 unnamed speaker A 30% grower, I mean, Netscope and Navan, and well, Netscope has priced already, you know, it's seven, eight, nine times NTM, so something like that, four or five billion, maybe more if they afford growth rate is a little better, or if I'm…

▶ 35:48 Harry Stebbings This week, Navan filed for their IPO. 4 times in the scene

▶ 49:18 Harry Stebbings Navan as an example, somewhere where you're at, you could have a playbook for financial services companies, for media companies, for healthcare companies, and then reps who are specifically allocated to those verticals.
▶ 1:09:21 Carlos Delatorre You know, I think, uh, I was at, I was at, uh, Navon. 10 times in the scene

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