Large Portfolios

topic on 1 show · 1 statements across 1 episodes

BG2 Pod

1 statements about Large Portfolios, every show

BG2 Prediction Not checkable as stated
Gurley: Staying private indefinitely will trigger sudden, severe valuation write-downs
“That staying private forever has consequences. And unfortunately, the way it'll show up is some people will have kept some private marks in their very large positions and very large portfolios for a very long time, and then they'll be corrected all at once.”
Bill Gurley Apr 18, 2024 ▶ 39:35 Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod

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