Remove B2C Remove Compliance Remove Valuation
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Transcript: David Roux, BayPine, Silver Lake Partners

The Big Picture

These 10% are what’s driving the entire valuation. The other thing that’s different is, is that today the companies with the most spectacular valuation levels are private. We’ll buy the rest of it at a, a full valuation, which we did. ’cause it had been very much a kind of B2C phenomenon, right?

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Transcript: Annie Lamont, Oak HC/FT

The Big Picture

But I think the reality is right now, we just have an overhang from, I certainly in my world, I can speak to healthcare and FinTech, a number of companies going public and then disappointing or valuation just being excessive compared to the maturity of the businesses. And drug costs. Nobody wants to be at a hospital.