private equity

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Nov 2, 2023 by Jacob "Jake" Miller · across every show →

Everything said about private equity, oldest first

Nov 2, 2023 positive
Assertion Not checkable as stated
Miller: Operational PE firms win deals despite offering lower valuations
“And so seasoned private equity with the experience of helping teams get through these higher cost capital periods and portfolios that can be additive to one another to help reduce costs and get people through the next few years. They're winning deals now, even…”
Jacob "Jake" Miller Nov 2, 2023 ▶ 22:01 Ep 68: Are High Interest Rates & Inflation Here to Stay? How to Generate Alpha with Jacob Miller · Joe Lonsdale
Oct 25, 2024 negative
Opinion
Gramm: European firms employ twice as many workers as US counterparts
“And one of the biggest problems in Europe, in private equity business, in acquiring businesses, Is that when you're looking at a business, and you look at the number of people who work there, And often it's twice as many people as you would have doing the same…”
Phil Gramm Oct 25, 2024 ▶ 28:00 Economist Vs. Billionaire: How The Myth Of Income Inequality Is Dividing America · Joe Lonsdale
May 17, 2025 neutral
Insight
Lessin: Venture capital has shifted toward bespoke private trading markets
“So what I think has happened now is that basically it isn't that there is innovation. It isn't that there's stuff going on, but because the factory line shut down, the whole thing has become way more bespoke, right? Where, and what I mean by that is there is a…”
Sam Lessin May 17, 2025 ▶ 20:51 The Truth About AI: Sam Lessin’s Contrarian Take · Joe Lonsdale
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