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Anil Seetharam

3 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jul 22, 2024 by Anil Seetharam · across every show →

On the record as a speaker too: Anil Seetharam's record, appearances and statements → this page counts the times other people say the name.

Everything said about Anil Seetharam, oldest first

Jul 22, 2024
Disclosure
Seetharam: Selling Winners Too Early Is Stockbridge's Biggest Mistake
“Selling winners too early has been a constant source of frustration, one that you can just open up your Bloomberg and see it hit you in the face every single day.”
Anil Seetharam Jul 22, 2024 ▶ 52:57 Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397)
Jul 22, 2024
Insight
Seetharam: Spreadsheet valuations fail to model great companies creating their own luck
“Excel-based valuation methodology doesn't really capture the full distribution of outcomes. A good business with great tailwinds and a great management team can create their own luck, and it's hard to model that.”
Anil Seetharam Jul 22, 2024 ▶ 52:02 Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397)
Jul 22, 2024
Insight
Seetharam: A Very Small Number of Decisions Drive Portfolio Returns
“It's very easy in this to think about making a shorter term trade or adding a smaller position to the portfolio, but that's not really what we're set up to do. And when we do that, We're more likely to make a mistake, and so what we've really honed in on is ju…”
Anil Seetharam Jul 22, 2024 ▶ 59:24 Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397)
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