Henry Ellenbogen
8 statements across 1 episodes · 4 bullish · 0 bearish · 1 people on the record · first statement Dec 16, 2025 by Henry Ellenbogen · across every show →
On the record as a speaker too: Henry Ellenbogen's record, appearances and statements → this page counts the times other people say the name.
Everything said about Henry Ellenbogen, oldest first
Dec 16, 2025 neutral
Dec 16, 2025 positive
Elite tech businesses reinvest early cost advantages to build persistent moats
“The very best businesses that leverage technology leverage it in a way where they use it to lower costs and drive revenue that result in them gaining 30% or more incremental market share in their end market, and then they take that unit economic advantage. And…”
Dec 16, 2025 bullish
Dec 16, 2025
Dec 16, 2025 positive
T. Rowe Price and TCV split a Netflix PIPE recapitalization at a $4.5B valuation
“We put, when I was at T. Rowe, in half of it, and I did that, and then TCV, Jay Hogue, you know, did the other half. So this to me is like the classic example of a market-leading company embracing a transition They obviously ended up winning, right? We did tha…”
Dec 16, 2025 positive
Physical-world moats are exceptionally difficult to replicate due to capex and culture
“You can't spin those things up. There, these things that are super messy, right? You got to acquire the land. You got to put it in the right place. You got to build the right network. Then you got to go stand it up with the right capex and the right systems. A…”
Dec 16, 2025
Durable Capital refuses early-stage investments that require an acquisition exit
“So when we look at an early stage growth company that is not already competitively advantaged, we write the memo that says is Duolingo does what we think it can do over the next three years. Not only do we make a fair return for the risk of the company, but at…”
Dec 16, 2025
Early cable networks compounded at 20% growth with 20% ROEs for decades
“Basically for 20 years, cable networks grew 20% with 20 ROEs, so they were compounders, and that's how you had all these entrepreneurs that had become, you know, billionaires, and that's how you basically had media companies that really fought over a balance o…”