Comments
Transcript
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SLWhen he says 6x ebitda, is he referring to debt being 6x ebitda, or equity valuation 6x ebitda?
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trOnly listened to for 15 min. because info is so general. He didn't name a single fund or investment he loves right now. Sophisticated investors are looking for actionable, specific names. Obviously there are several companies doing VERY well right now. A few would be CLX, STZ, CPB type companies that capitalize on this virus for instance. Advice on buying strategies such as selling puts etc. to buy cheaper.
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MJAlex has a great thinking process. I look forward to reading what ever he writes. Raoul, great job of pulling the info out that we want to hear!
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KBI love that you guys used the platform to put the spotlight on private markets on the RV platform.
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arI liked this interview. Nizar puts a lot of data in each sentence, and he talks fast. So the total informational content per minute is very high -- which I prefer.
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NHThis was great. RV should bring more interviews on the Private Equity side. Thanks guys!