Marks
topic on 2 shows · 3 statements across 3 episodes
3 statements about Marks, every show
Green: DPI is the most important VC metric; marks are for suckers
“I believe I believe that, like, DPI is the most important thing, and marks are completely for suckers.”
O'Leary: Forced liquidity will drive down private market marks
“I don't know that that's going to be the reality that gets experienced, and at a certain point, you're going to have to create liquidity. And it may mean that you're going to see marks coming down. It may mean that you see folks willing to show their hand on w…”