public companies

7 statements across 6 episodes · 2 bullish · 2 bearish · 6 people on the record · first statement Aug 26, 2019 by Eric Ries · across every show →

Everything said about public companies, oldest first

Aug 26, 2019 negative

Opinion

Ries: Public company stock surveillance data is inaccurate and delayed 90 days

“Stock surveillance can tell you approximately who your investors probably were 90 days ago. It's time delayed. It's not very accurate. It's not what is needed.”

Eric Ries Aug 26, 2019 ▶ 25:52 Eric Ries – Lean Start-Ups and the Long-Term Stock Exchange (Capital Allocators, EP.107)

Sep 2, 2019 negative

Assertion Supported

US Public Companies Shrank by 50 Percent Over 20 Years

“It's a combination of the number of public companies shrinking by 50% over the last 20 years.”

Scott Kupor Sep 2, 2019 ▶ 48:29 Scott Kupor - Andreessen Horowitz (First Meeting EP.07)

Jul 15, 2021 positive

Insight

Casdin: Public-Only Investors Miss Half of Sector Innovation

“If you're only investing in public companies and not talking to private companies, you're only hearing half the story. If you're talking to them, but not investing in them, they're only telling you half the story. And on occasion, the tip of the spear innovati…”

Eli Casdin Jul 15, 2021 ▶ 38:53 Eli Casdin – Casdin Capital (Manager Meetings, EP.02)

Mar 13, 2023 neutral

Assertion Supported

Orum: Public Companies Account for Roughly 40% of Global Emissions

“I think the number is something like 40% of global emissions are attributable to public companies, so it's material.”

Bill Orem Mar 13, 2023 ▶ 37:31 William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301)

Feb 19, 2024 neutral

Assertion Supported

Mauboussin: Non-Financial Companies Built Cash Rather than Investing During Easy-Money Era

“What did companies actually do? None of that stuff. They actually didn't invest more. And so what capital structures got more conservative cash balances. Built up on balance sheets is excluding financial services companies.”

Michael Mauboussin Feb 19, 2024 ▶ 47:58 Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)

Feb 19, 2024

Assertion Supported

Mauboussin: Private equity buyouts represent 20% of public company delistings

“Since in the last 10 or 15 years, buyouts have been about 20% of delisting of public companies.”

Michael Mauboussin Feb 19, 2024 ▶ 30:52 Michael Mauboussin - Pattern Recognition and Public Markets (EP.370)

Sep 30, 2024 bullish

Insight

Salem: Private companies compound capital far better than public equivalents

“Private companies are a superior way to compound capital relative to public. It's just that they're not as scalable.”

David Salem Sep 30, 2024 ▶ 45:24 David Salem - Investment Wisdom from the Owner's Box (EP.409)

public companies

Everything said about public companies, oldest first

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