ByteDance
3 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jul 22, 2021 by Bill Ford · said 12 times in 4 episodes since 2021 · across every show →
Mentions by year
brought up most by Todd Simkin (7), Mike Tian (2), Bill Ford (1)
tap a year for its mentions
2025 2 mentions in 1 episode
2024 7 mentions in 1 episode
2021 3 mentions in 2 episodes 2 per episode
Everything said about ByteDance, oldest first
Jul 22, 2021 bullish
Ford: China's innovation cycle is strengthening into life sciences
“I see their innovation cycle only getting stronger. What they've done in technology is well known with companies like Alibaba and ByteDance, but now in life sciences, they're actually becoming a real innovator in the life sciences space.”
Aug 5, 2024 positive
Simkin: A five-year fund structure would have forced SIG out of ByteDance
“If we had entered our ByteDance position, and it was in a fund where the investors needed to get paid back in five years, we would have closed out of that position and made a little bit. It would have been happy day in the office, and we would have been out of…”
Aug 5, 2024
Simkin: SIG backed ByteDance for diversification, not foreseeing TikTok's global dominance
“I alluded to being fortunate enough to invest in ByteDance when it was a several million dollar company before it became a several billion dollar company. It'd be great in hindsight to say we are so good at figuring out what social media platform is going to b…”