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ESG

2 statements across 2 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 3, 2024 by John Coogan · across every show →

Everything said about ESG, oldest first

Nov 3, 2024 bearish
Opinion
Coogan: ESG valuation hype never penetrated startups like the AI boom has
“Everyone knows that you can attach like dot AI to your B to B SaaS company and double your valuation. That never really happened in ESG just because I think the money that was actually flowing was mostly in the public markets. From these funds that, like, need…”
John Coogan Nov 3, 2024 ▶ 31:42 The Secret Billionaire Party (ep6)
Jan 13, 2025 neutral
Assertion Not yet assessed · timeframe Jan 2028
Coogan: Brad Jacobs passed on an oil and gas rollup over ESG
“He surveyed all the different industries for AI resistance and also just economic opportunity. The one that he wanted to go with was oil and gas, but he couldn't, but the ESG thing was too overbearing.”
John Coogan Jan 13, 2025 ▶ 1:27:05 Insurance Companies Explained (How they actually work)
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