Pete Stavros
12 statements across 1 episodes · 3 bullish · 2 bearish · 1 people on the record · first statement Sep 15, 2022 by Pete Stavros · said 5 times in 2 episodes since 2024 · across every show →
On the record as a speaker too: Pete Stavros's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Ted Seides (5)
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2024 5 mentions in 2 episodes 3 per episode
Everything said about Pete Stavros, oldest first
Sep 15, 2022 neutral
Stavros: C.H.I. had 21% EBITDA margins and mid-single-digit growth at acquisition
“The rough economics of CHI overhead doors when we bought it were 20% or so EBITDA margins. I think they were 21% gross margins in the low thirties, solid mid single digit growth. It had been a steady, slow market share gainer.”
Sep 15, 2022 positive
Sep 15, 2022 positive
Sep 15, 2022
Stavros: 600 C.H.I. employees received a 3.5% option pool
“I think it was three and a half percent of the company in options. Of the 800 folks, maybe the top 200 got outright grants, made meaningful investments in the company, and were traditional management equity plan participants, as you would normally think of it.…”
Sep 15, 2022
Stavros: Executive performance declines at high compensation due to risk aversion
“As comp goes up, I do think performance goes up. People are less likely to quit. It levels off faster than we think that they have enough because people don't really work for money. And then I think performance declines. People get risk aversed. If somebody's …”
Sep 15, 2022
Stavros: KKR Exits Investments Once 80% of Plan Is Achieved
“Likewise, on the exit side, once we've achieved 80% of what we came to do, we start to head for the exits, as long as the markets are reasonable. We're not trying to say, well, now's the perfect time to sell, but as long as you look at the markets, you say it'…”
Sep 15, 2022 positive
Sep 15, 2022 bearish
Stavros: Private equity makes a mistake by concentrating equity in management
“I think private equity is making a mistake by aggregating all the economics in such a sliver of the company. We would all be better off as investors put aside the good to society by more evenly distributing it because the senior people are going to quickly tap…”
Sep 15, 2022
Stavros: Unmeasured engagement and avoided eye contact signal plant disengagement
“Engagement was not measured. That's always a dead giveaway when you ask what the engagement scores are like, and they're just not even measured. So there was no input coming from the workforce. And even walking through a manufacturing plant when people don't m…”
Sep 15, 2022 negative
Sep 15, 2022 neutral
Sep 15, 2022
Stavros: I did four annual shop-floor Kaizen events and toured Toyota plants
“I myself used to do four Kaizen events every year, a week of time working on a shop floor. We would go to Japan for 10 days at a time, and we would have the founders of the Toyota production system take us around to a dozen of the world-class lean plants in th…”