public equity investors
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Mar 30, 2023 by Andy Lee · across every show →
Everything said about public equity investors, oldest first
Mar 30, 2023 neutral
Public equity investors fail to properly value corporate tax assets
“It's primarily a function of the fact that public equity investors oftentimes don't ascribe much, if any, value to tax assets. If you think about a business, they might look at it on a revenue growth basis or an EBITDA multiple, both of which don't capture the…”
Sep 18, 2023 bearish
Muthiah: Biotech venture platform models are capital inefficient for private investors
“The reason for that is when we look at venture in life sciences, and there's a broad statement, this is not, doesn't cover everybody, but the strategy seems to be to invest in a platform that has multi-molecule outcomes. And in that construct, dollar that goes…”