SAP, every mention
10 scenes, the whole family · ← back to SAP
tap a year for its mentions
every year anyone Beezer Clarkson 11Drew Dickson 5Steve Papa 2Daniel Graña 2Rajiv Jain 1Orlando Bravo 1Jeff Hausenbold 1James Aitken 1
Verbatim, from the transcripts: the passages where SAP comes up
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 18:16 Rajiv Jain Abbott Lab is selling at 14 times earnings, and SAP is 14, 15 times earnings, and have Siemens at 28 times earnings.
Steve Papa – Entrepreneur's Perspective on Venture, Venture is Eating the Investment World 13 (Capital Allocators, EP.244)
- ▶ 23:55 Steve Papa One of them was SAP. 2 times in the scene
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 23:14 Daniel Graña So in other words, innovation, replace Qualcomm, replace SAP with Chinese equivalents.
- ▶ 27:58 Daniel Graña Where was SAP trading at similar stages of their development?
Private Equity Masters 7: Orlando Bravo – Thoma Bravo (Capital Allocators, EP.206)
- ▶ 39:42 Orlando Bravo And if we would have done that, we would have been much larger than SAP.
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- ▶ 29:18 Jeff Hausenbold You don't need an Oracle or an SAP implementation.
Beezer Clarkson – Sapphire Gem of Early Stage Venture (Capital Allocators, EP.120)
- ▶ 12:44 Beezer Clarkson So when the growth fund was started, it came out of SAP, the large German-based global enterprise software company, and they had been doing direct investing some 25 years ago, and the team that originally launched out and they became the… 6 times in the scene
- ▶ 15:59 Beezer Clarkson We look back at RLP and say, SAP is a global enterprise software company. 5 times in the scene
Drew Dickson – Blending Behavior and Fundamentals at Albert Bridge Capital (First Meeting, EP.13)
- ▶ 35:58 Drew Dickson An example, again, this is a hypothetical example, but if you're long SAP, uh, 5 times in the scene
James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
- ▶ 47:12 James Aitken The investment they've made in logistics infrastructure, whether it be SAP HANA software, these guys have their finger on the pulse of the global economy.