Ehrenberg: Tiger Global and Coatue face horrific portfolio markdowns ahead
Roger Ehrenberg · 20VC: How Startup Valuations, Fund Deployment Cycles, M&A and IPO Markets Will All Change in This New Market, Where Will The Biggest Crunch Be, When Is The Right Time To Be Aggressive vs Conservative with Roger Ehrenberg, Founding Partner @ IA Ventures · Jan 31, 2022 · at 27:15
Roger Ehrenberg, founding partner of IA Ventures, predicts how aggressive growth equity managers will fare during the market downturn.
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“You know, their mark to market now, the next couple of years is going to be horrific. They're going to see huge markdowns on a huge swath of their companies, a bunch of stuff that they had counted on to go public isn't going to go public.”
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