public companies
5 statements across 5 episodes · 1 bullish · 2 bearish · 4 people on the record · first statement Jun 13, 2016 by Nathan Latka · across every show →
Everything said about public companies, oldest first
Jun 13, 2016
Feb 16, 2017 negative
Town: Greedy public company management teams are value investing's biggest risk
“Where we usually end up with trouble is that the management team, whoever's running it turned out to be a bunch of greedy bastards. And then you can get in trouble because they can do things that you don't, they shouldn't do. And they do it for their own benef…”
Feb 2, 2018 positive
Avner: Unpredictable revenue prevents ad-tech companies from going public
“The one thing that public companies need to do is to be able to forecast the revenues. And if you can't do that, you can never go public. That's why investors don't love marketing technologies. And that's why investors love specifically subscription services.”
Jan 3, 2021 neutral