private equity
3 statements across 2 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Jun 23, 2025 by Codie Sanchez · across every show →
Everything said about private equity, oldest first
Jun 23, 2025 negative
Sanchez: Private equity relies primarily on financial arbitrage, not operating talent
“They use big words because they don't want us to realize private equity ain't that hard. If those guys were good, they'd start businesses. The thing that they're best at is financial arbitrage, and we can steal their homework on it.”
Aug 28, 2025 positive