organic growth
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jul 2, 2020 by Lauren Taylor Wolfe · across every show →
Everything said about organic growth, oldest first
Jul 2, 2020 negative
Allocator liquidity demands push activists toward short-term, growth-harming interventions
“I think there's an obsession with the short-term, and it's been created because there's so many allocators that need simply quarterly or monthly liquidity, but that's just insane. And I think for activists, it's even worse because it encourages activists to pu…”
Feb 17, 2025 positive
Choe: Inorganic earnings growth correlates with PE returns almost as strongly as organic
“And startlingly, the R squared on total Earnings growth is almost as strong as organic growth only, and I think the reason for that is that when a company is approving acquisitions and we're obviously in control of that decision, we're typically doing it with …”