SAP

includes SAP HANA

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Aug 2, 2021 by Orlando Bravo · said 24 times in 8 episodes since 2018 · across every show →

Mentions by year, the whole family

brought up most by Beezer Clarkson (11), Drew Dickson (5), Steve Papa (2), Daniel Graña (2), Rajiv Jain (1), Orlando Bravo (1), Jeff Hausenbold (1), James Aitken (1)

mentionsepisodesper episode tap a year for its mentions

2026 1 mention in 1 episode

Contrarian Quality at GQG Partners – Rajiv Jain (EP.505) Jun 8, 2026 · 1 mention · from 18:16
every mention in 2026, scene by scene →

2022 2 mentions in 1 episode

Steve Papa – Entrepreneur's Perspective on Venture, Venture is Eating the Investment World 13 (Capital Allocators, EP.244) Apr 4, 2022 · 2 mentions · from 23:55
every mention in 2022, scene by scene →

2021 4 mentions in 3 episodes 1 per episode

Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13) Sep 30, 2021 · 2 mentions · from 23:14
Private Equity Masters 7: Orlando Bravo – Thoma Bravo (Capital Allocators, EP.206) Aug 2, 2021 · 1 mention · from 39:42
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186) Mar 29, 2021 · 1 mention · from 29:18
every mention in 2021, scene by scene →

2020 11 mentions in 1 episode

Beezer Clarkson – Sapphire Gem of Early Stage Venture (Capital Allocators, EP.120) Jan 20, 2020 · 11 mentions · from 12:44
every mention in 2020, scene by scene →

2019 5 mentions in 1 episode

Drew Dickson – Blending Behavior and Fundamentals at Albert Bridge Capital (First Meeting, EP.13) Nov 25, 2019 · 5 mentions · from 35:58
every mention in 2019, scene by scene →

2018 1 mention in 1 episode

James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58) Jun 25, 2018 · 1 mention · from 47:12
every mention in 2018, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about SAP, oldest first

Aug 2, 2021 bullish

What-if

Thoma Bravo Would Be Larger Than SAP If It Never Sold Companies

“Now, in hindsight, based on where software has gone, we should have held all the companies. And if we would have done that, we would have been much larger than SAP.”

Orlando Bravo Aug 2, 2021 ▶ 39:34 Private Equity Masters 7: Orlando Bravo – Thoma Bravo (Capital Allocators, EP.206)

Apr 4, 2022 negative

Assertion Not checkable as stated

Papa: SAP Invested in Endeca but Refused to Discuss Acquiring It

“One of them was SAP. They were an investor in the company, and I couldn't get their corporate development team to even talk to us.”

Steve Papa Apr 4, 2022 ▶ 23:55 Steve Papa – Entrepreneur's Perspective on Venture, Venture is Eating the Investment World 13 (Capital Allocators, EP.244)

SAP

Mentions by year, the whole family

Everything said about SAP, oldest first

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