macro environment
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 10, 2023 by Michael Carmen · across every show →
Everything said about macro environment, oldest first
Aug 10, 2023
95% of late-stage growth outcomes hinge on idiosyncratic execution, not macro
“When I look at all of the mistakes that we've made in the last eight, nine years, and all the successes that we've had in that same period of time, 95% of the time, if not more, it's idiosyncratic, is did we get the fundamentals right on the companies that we …”