Eldridge Industries
also referred to as: eldridge
11 statements across 1 episodes · 4 bullish · 1 bearish · 1 people on the record · first statement Nov 22, 2021 by Todd Boehly · said 17 times in 3 episodes since 2021 · across every show →
Mentions by year
brought up most by Ted Seides (16), Jennifer Prosek (1)
tap a year for its mentions
2024 1 mention in 1 episode
2022 1 mention in 1 episode
2021 15 mentions in 1 episode
Everything said about Eldridge Industries, oldest first
Nov 22, 2021 positive
Nov 22, 2021
Boehly: Start businesses when asset prices are high, buy when low
“And to me, starting businesses from scratch, growing them on the ground floor, when prices are really high, it's cheaper to start a business. And from prices are less high, it might be cheaper and less timely to buy a business. So you have to continuously be l…”
Nov 22, 2021 neutral
Boehly: Eldridge launched by acquiring media and real estate assets from Guggenheim
“But that gave me the opportunity to acquire the media assets, to acquire the real estate businesses, all the stuff that I had been building at Guggenheim that was in its infancy, frankly, because that was not what they wanted and I understood it.”
Nov 22, 2021 positive
Boehly: Evaluate a business's underlying value before its capital structure
“I really get frustrated when people talk about capitalization and cap structure before they talk about the business, right? I really want to understand the business. I want to understand why it's valuable. I want to understand why it's going to continue to be …”
Nov 22, 2021 bullish
Boehly: Dodgers' $2B valuation was justified by investment-grade media rights
“And ultimately, we came to a conclusion that we were very able to pay two billion dollars, because those media rights were effectively an investment grade bond, because you're going to get the offtake from an example, CBS, Fox, Time Warner, all of those partie…”
Nov 22, 2021 positive
Nov 22, 2021
Nov 22, 2021
Boehly: Eldridge tested Replay Technologies at Dodger Stadium before Intel sale
“The very first tech investment we made was something called replay technologies. And replay technologies, it's, if you watch home plate, or if you watch the basketball, or if you watch now football, and they give you 360 degree views, that was a technology tha…”
Nov 22, 2021 bearish
Boehly: Eldridge avoids investing in China without local presence and edge
“And if you don't have a real local presence, it's why, you know, anyone has said, well, why don't you go buy into China right now? China's depressed, or China's stock prices are down. And it's just like, I don't have any edge. And if I don't have an edge, then…”
Nov 22, 2021
Nov 22, 2021
Boehly requires preferred equity when deal counterparties retain operating control
“And I don't need control as long as I have structural seniority. So I tell everyone, if you want control, all I want is then a preferred. If I have control, then I don't need a preferred, but I don't want to give someone else control and not have structural pr…”