cost as a measure of value
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 14, 2025 by Tim Sullivan · across every show →
Everything said about cost as a measure of value, oldest first
Jul 14, 2025 negative
Sullivan: Buyout managers anchor to cost basis instead of cutting bad deals
“They get too anchored to cost as a measure of value, and if they can't get cost, they're going to do whatever they can to get their cost back, and in fact, they might be better off to sell an investment that is not going to perform well no matter how long you …”