assets

3 statements across 3 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement Oct 30, 2017 by Larry Mestel · across every show →

Everything said about assets, oldest first

Oct 30, 2017 neutral
Assertion Supported
Mestel: Music catalog assets trade between 5x and high-teens cash flow
“There's a big range of what assets trade for as little as five times and as high as the upper teens.”
Larry Mestel Oct 30, 2017 ▶ 22:41 Larry Mestel – Making Music Royalties Sing (Capital Allocators, EP.30)
Mar 1, 2021
Assertion Not checkable as stated
Shahidi: Investable assets deliver four to five percent above cash long term
“And over time, assets give you four or five percent above cash or something in that ballpark over the long run.”
Alex Shahidi Mar 1, 2021 ▶ 25:00 Alex Shahidi and Damien Bisserier – Uncorrelated Return and Balanced Risk at Evoke-ARIS (Capital Allocators, EP.179)
Jul 3, 2023 bearish
Opinion
Daniel: Private equity faces valuation issues from mismarked assets
“I just feel like a lot of things are mismarked, which probably gets back to while I have a tremendous affinity for the private equity model, I think they have some issues and challenges associated with the assets they've deployed over the last two years.”
Vincent Daniel Jul 3, 2023 ▶ 41:47 Porter Collins and Vincent Daniel - Big Shorts and Big Longs (Capital Allocators, EP.325)
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