CAVU
2 statements across 1 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Jun 4, 2026 by Rohan Oza · across every show →
Everything said about CAVU, oldest first
Jun 4, 2026 negative
Oza: CAVU was blocked from investing in On after Roger Federer joined
“And the other one was probably, we had a deal on the table. It was for a brand called On. And a little bit broader than our spectrum, but we thought it was adjacent to what we're doing. And we had a deal ready to go and founders ready to sign. And that day the…”
Jun 4, 2026 negative
CAVU passed on The Ordinary to avoid risking one-third of its fund
“There's a product called The Ordinary. It's a beautiful product. I love the founder. Shame. Rest in peace. Poor guy. He and I bonded. It was our first fund. It was a big check. And he was a high, to be fair, high risk, high reward guy. And I think we got too c…”