private companies

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement May 2, 2023 by George Stalk Jr. · across every show →

Everything said about private companies, oldest first

May 2, 2023 negative

Opinion

Stalk: Public Companies Underestimate Private Competitors with Dry Powder

“I think public companies are under invested in understanding how private companies compete. And therefore they're vulnerable to private companies behaving differently than they do because they have a view of the world or they have the possibility because of th…”

George Stalk Jr. May 2, 2023 ▶ 37:13 Proven Strategies to Accelerate Growth, Productivity and Profits with George Stalk, Jr.

Jan 21, 2025 bullish

Insight

Lin: Slightly overpaying for the right company beats buying cheap assets

“It's the same as true in the, in investing in private companies. It's still much better to pick the right company and slightly overpay than to invest in something that is cheap.”

Alfred Lin Jan 21, 2025 ▶ 1:40:14 How to Win by Being Right and Contrarian: Lessons from Zappos to DoorDash

Mar 3, 2026 neutral

Prediction Not checkable as stated

Tenev: Private companies will lose pricing control due to derivative markets

“So I think that it's gonna be tough increasingly in a global market to Have as much control over, over the price as maybe private companies have historically had.”

Vlad Tenev Mar 3, 2026 ▶ 1:15:52 The Near Death Experience of RobinHood | Vlad Tenev, Co-Founder

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private companies

Everything said about private companies, oldest first

Turn any episode into a week of clips.