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small cap equities

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 23, 2025 by Rory O'Driscoll · across every show →

Everything said about small cap equities, oldest first

Oct 23, 2025 positive
Assertion Supported
O'Driscoll: VC pooled returns exceed small caps by 600 basis points
“The Cambridge pool, third year return says you get exactly what economic rationality would assume you get, which is around 600 basis points on a pooled return, not a median return above the small cap.”
Rory O'Driscoll Oct 23, 2025 ▶ 1:08:20 Why VC Today is Worse than 2021 · 20VC with Harry Stebbings
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