Peter Singlehurst
20 statements across 2 episodes · 9 bullish · 5 bearish · 1 people on the record · first statement Jul 15, 2022 by Peter Singlehurst · said 1 times in 1 episodes since 2025 · across every show →
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Everything said about Peter Singlehurst, oldest first
Jul 15, 2022 bullish
Jul 15, 2022
Jul 15, 2022 negative
Jul 15, 2022
Singlehurst: 10-year public equity investments should be treated as illiquid assets
“If we're investing in a company with a 10 year view, You probably shouldn't be doing anything two or three years into that investment journey. You should really be thinking of it as being pretty much as illiquid as any private holding.”
Jul 15, 2022 bearish
Jul 15, 2022 bullish
Jul 15, 2022
Singlehurst: Founder zeal matters more in growth investing than competitive analysis
“The thing that I should have placed a much greater weight on. Was the founder of DoorDash and, you know, why he'd started the business and the level of commitment that he had to these small businesses that he was wanting to help and kind of bring online and he…”
Jul 15, 2022 positive
Singlehurst: High turnover prevents investment teams from developing true trust
“I think that just gives rise to a kind of level of trust and a level of working together that we couldn't have if this was a sort of organization where kind of people came in for a couple of years and then left. And if it was more of a kind of high turnover so…”
Jul 15, 2022 neutral
Mar 19, 2025 negative
Singlehurst: Expecting an 80% probability of a 5x return is delusion
“If you think that there's an 80% chance of making a five times return in investment, like, you're probably deluding yourself in the levels of probability and confidence that you can have in a long tail or, you know, high outcome scenario, like a five times ret…”
Mar 19, 2025 positive
Singlehurst: Understanding business models over tech suits growth over venture
“There are people on my team who are much more interested in technology itself, and also love investing, love businesses, but my focus, and I think this is a focus that perhaps makes me better at, say, growth stage investing than I would be at venture stage inv…”
Mar 19, 2025 bullish
Mar 19, 2025 positive
Mar 19, 2025 neutral
Mar 19, 2025 bearish
Singlehurst: Baillie Gifford wouldn't buy OpenAI, Grok, or Anthropic currently
“I think at the moment I would say that I would buy none of them. And it's not because I have a particular, and it's not because I'm critical of those businesses. It's because I don't know what the answer is to enduring competitive advantage at the large langua…”
Mar 19, 2025 positive
Singlehurst: Bending Spoons' moat is M&A integration and shared services
“It's a business strategy, and it's, ah, it's an approach to how you are able to integrate a business that you've acquired into a shared set of services and tools that you've built out to enable those businesses to grow and become even better products, and, you…”
Mar 19, 2025 positive
Singlehurst: AI tools will not completely disrupt core fintech complexities
“And again, like, you know, I think coming back to financial technology, I think this is quite a good area where the difficulties and the nuances of those kinds of companies is, you know, a lot of it is about like how you manage regulation. And like, will AI so…”
Mar 19, 2025 bearish
Singlehurst: Private company secondary exchanges will not work
“I don't think we'll end up in a world where you have sort of exchanges for private companies. I think you just have too much complexity in the share class structures. You have, you know, things like rofers, you have like company control. I can't see those exch…”
Mar 19, 2025
Singlehurst: Public and Private Growth Investing Share Core Analytical Questions
“The core analytical questions I think are pretty similar. You have different sources of information, whether you're doing public or private, but like you're still looking for the same characteristics, right? Like if you make it very simple, you're still lookin…”
Mar 19, 2025 positive
Singlehurst: Pre-AI companies with hard-to-replicate products will remain exceptional
“I think there's a possibility of that, but I would say that there will still be companies that, that are from that sort of pre AI era that will still be exceptional companies because they have a particular way of building a product that is just very difficult …”