multiples

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Feb 17, 2025 by Mike Choe · across every show →

Everything said about multiples, oldest first

Feb 17, 2025 negative
Insight
Choe: Simple valuation multiple heuristics fail in private equity
“The problem with that type of simple heuristic, where you go for certain multiples, is that especially given the dynamic evolution of the private equity industry over this last couple decade period, It's often the case that it's not dynamic or nuanced enough a…”
Mike Choe Feb 17, 2025 ▶ 15:44 Michael Choe - Atomization of Private Equity Decisions at Charlesbank (EP.432)
Jul 6, 2026
Disclosure
Dorsey: Dorsey Asset Management Uses Valuation Multiples Backed by DCFs
“Today, we Tend to use multiples as our primary touchstone and do a three-stage DCF as a backup to see where there are differences.”
Pat Dorsey Jul 6, 2026 ▶ 49:44 Moat Investing Nuances – Pat Dorsey (EP.509)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.