Public Comps

topic on 5 shows · 2 statements across 2 episodes · said 4 times in 3 episodes since 2020

My First Million 2 the Official SaaStr Podcast 1 20VC 1 Acquired Capital Allocators

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My First Million 220VC 1the Official SaaStr Podcast 1

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2 statements about Public Comps, every show

ACQUIRED Insight
Gilbert: Comparing early-stage startups to public comps is foolish due to market cycles
“And early stage investing, it's almost silly to compare to, like, my opinion is it's very silly to compare to public comps, because the only thing you know for sure is we're going to be at a different place in the cycle by the time this company gets liquid.”
Ben Gilbert Oct 4, 2022 ▶ 1:30:28 ACQ Sessions: Jason Calacanis · Acquired
Brandywine requires an illiquidity premium to invest in private markets
“And of course, with anything private we do, we're always looking at the public comps to make sure that we're getting paid in a liquidity premium for being invested on the private side. Otherwise, there's no point.”
Jenny Heller Aug 30, 2021 ▶ 27:12 Jennifer Heller – Beginner's Mind with Professional Wisdom at Brandywine (Capital Allocators, EP.211)

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