Mike Choe
7 statements across 1 episodes · 3 bullish · 1 bearish · 1 people on the record · first statement Feb 17, 2025 by Mike Choe · across every show →
On the record as a speaker too: Mike Choe's record, appearances and statements → this page counts the times other people say the name.
Everything said about Mike Choe, oldest first
Feb 17, 2025 positive
Feb 17, 2025 negative
Feb 17, 2025 neutral
Choe: Charlesbank treats investment management as a decision-manufacturing process
“And so we tend to think about our firm as a manufacturing process where the atomic unit of production is a decision. Now, some of those decisions are final investment decisions, but really everything we do leading up to a final investment decision is the produ…”
Feb 17, 2025
Feb 17, 2025 positive
Feb 17, 2025 neutral
Choe: Charlesbank models a 12% annual recession probability for underwriting
“The thing we now do, if a business is severely recession exposed, we have a generic probability of a recession. It's 12% in any given year. We could be wrong about that, but it's better than not putting a probability in. So we say, okay, well, let's just assum…”
Feb 17, 2025 positive
Choe: Two-Year Pre-Tax Earnings Growth Strongly Predicts PE Investment Success
“When we ran our regression analysis, our ability to grow the pre-tax earnings of a company within the first two years of our ownership was highly correlated and very predictive of ultimate investment success, no matter how long the hold period was.”