private markets

3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Sep 20, 2020 by David Tran · across every show →

Everything said about private markets, oldest first

Sep 20, 2020 bullish

Opinion

Tran: Reinvesting in XFusion yields better ROI than public or private markets

“I want to reinvest this for as long as we can, because I feel like the ROI of that is better than anything else I can find on the public market, and even the private markets.”

David Tran Sep 20, 2020 ▶ 11:58 XFusion Hits $20k/mo Helping You Scale Your Support Team

Apr 6, 2021 negative

Insight

Caldbeck: The multi-year private market feedback loop limits repeat marketplace investing

“In the private markets, that feedback loop is much, much longer. You won't get your money back for years. And you can't really see the performance nearly as granularly, right? And it's just choppier. So that feedback loop leads investors to invest once or mayb…”

Ryan Caldbeck Apr 6, 2021 ▶ 25:44 The Secret Dataset CPG Gods Use

Jul 7, 2022 bullish

Prediction Not checkable as stated

Rationalizing Valuations Will Let Financially Strong SaaS Firms Consolidate

“If things continue to get rational, the way that we were starting to see in the private markets, this is going to be a great option for the strong to get stronger.”

Neil Brewer Jul 7, 2022 ▶ 21:17 ServiceMax Breaks $150m ARR, Kills 2021 SPAC, Growing 20-35% This Year Helping 400 Customers Schedule Technicians to do Physical Repairs

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private markets

Everything said about private markets, oldest first

Turn any episode into a week of clips.