Overlook Capital

“However, if you look just beyond sort of the top 50 private companies, you go from incredibly high multiples to extremely reasonable multiples that look almost, almost like they're very good value investments.”

“AI is our analyst. We will eventually bring on one analyst associate or principal at a time, but that is primarily to give back to the ecosystem. We will not be a firm that has sort of a Partner track.”

“We would ask them, if you had to put all of your net worth, liquid net worth into one company, which company would it be? And that company was rarely the hottest company in their portfolio, in part because they already had massive e-liquid exposure to that com…”