Southeast Asia
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Aug 14, 2017 by Richard Lawrence · said 41 times in 20 episodes since 2017 · across every show →
Mentions by year
brought up most by Rashmi Kwatra (7), Magnus Grimeland (5), Ted Seides (4), Kiyan Zandiyeh (3), Ellen Ellison (3), Bill Ford (3), Todd Simkin (1), Tilly Franklin (1)
tap a year for its mentions
2026 2 mentions in 2 episodes 1 per episode
2025 1 mention in 1 episode
2024 8 mentions in 3 episodes 3 per episode
2023 4 mentions in 2 episodes 2 per episode
2022 2 mentions in 2 episodes 1 per episode
- Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)
- Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232)
- every mention in 2022, scene by scene →
2021 18 mentions in 5 episodes 4 per episode
- Rashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17)
- Bill Ford – General Atlantic (Manager Meetings, EP.03)
- Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- Private Equity Masters 4: David Rubenstein – Carlyle Group (Capital Allocators, EP.203)
- Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- every mention in 2021, scene by scene →
2020 1 mention in 1 episode
2019 1 mention in 1 episode
2018 1 mention in 1 episode
2017 3 mentions in 2 episodes 2 per episode
Everything said about Southeast Asia, oldest first
Aug 14, 2017 negative
Overlook liquidated all Southeast Asian consumer stocks upon reaching 30x PE
“We had had a lot of consumer stocks in Southeast Asia, Hong Kong, and whatnot. And they all got up to 30 times earnings, and I kind of don't know how to make money from 30 to 40 PE, so we literally, we sold them all. Literally within six month time, we built u…”