Capital Intensity
topic on 2 shows · 2 statements across 2 episodes
2 statements about Capital Intensity, every show
Warrington: Gresham Partners avoids capital-intensive venture sectors due to weak historical returns
“We're not going to fully buy into that view and we'll make the exceptions where we think they're deserved to be made, but we're not going to broadly focus on capital intensive areas. Because historically, those haven't put out the venture scale returns we want…”
Shah: Misjudging capital intensity caused his biggest investment failures
“And so I overestimated like uncapped market upside, underestimated the capital intensity of a company. Voted in favor with high conviction on the investment, and yeah, I think one of my partners is doing a great job of finding a path to, you know, returning ca…”