large public company

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 4, 2025 by Martin Casado · across every show →

Everything said about large public company, oldest first

Sep 4, 2025 negative
Insight
Casado: Public markets favor predictability over innovation, forcing incumbent defensiveness
“If you're in a large public company like I was, you realize that the public markets really care about predictability over innovation for sure. I mean, and so innovation is stifled so much. And in fact, it kind of causes large companies to protect themselves th…”
Martin Casado Sep 4, 2025 ▶ 46:02 Is Non-Consensus Investing Overrated?
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