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The Big Picture
SEPTEMBER 19, 2022
You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. So along those lines, there are some venture firms that don’t really seem to care a lot about valuations and others seem to focus on a little bit. How do you fall in that spectrum?
The Big Picture
FEBRUARY 6, 2024
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I’d say management consulting is any of the other thing that least at that time was the other career trajectory, just my personality, more of a math oriented introvert. So I was at Harvard.
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The Big Picture
SEPTEMBER 3, 2024
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. But there’s always gotta be some element of the valuation really being compelling. But maybe second to valuation as a primary consideration.
Brown Advisory
JUNE 16, 2022
Download it here > Freezing Order We recently read Bill Browder’s Freezing Order which is a continuation of his pursuit for justice from the bestselling book Red Notice 1. We discount each year at our 10% minimum weighted average cost of capital (WACC) and some infinite series maths gives us the basis for some rough approximations 2.
The Big Picture
SEPTEMBER 10, 2024
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Second part of our framework is valuation fundamental work. You know, earnings analysis, predicting earnings, whereas a valuation based on kind of where we are in the cycle.
Brown Advisory
JANUARY 17, 2024
Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”) We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why.
The Big Picture
AUGUST 20, 2024
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. 00:04:02 That’s what value add software was originally.
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