Rob Small
4 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jul 22, 2024 by Rob Small · across every show →
On the record as a speaker too: Rob Small's record, appearances and statements → this page counts the times other people say the name.
Everything said about Rob Small, oldest first
Jul 22, 2024
Small: Stockbridge Sells for Only Three Specific Reasons
“Well, there's three reasons that you sell. One is you lose conviction in the thesis, and you think you should move on. Two is it gets so expensive that you think the returns looking forward aren't acceptable, or at least certainly compared to what else. Or thr…”
Jul 22, 2024
Jul 22, 2024
Small: Internal data is necessary for operational change theses
“The private data would be great if you had an enormous change thesis. If you thought management was doing the wrong thing on major operational issues and you thought you could do better, I don't know how you make that decision without internal data.”
Jul 22, 2024
Stockbridge requires unanimity among senior partners for new investments
“That's why we demand unanimity among the senior people to invest in something, because you're gonna get hit with a bump, and so when you get hit with a bump, you have to have enough information, enough belief to evaluate the new information, but be able to sti…”