[REPLAY] - Private Equity Masters 2: John Connaughton – Bain Capital (Capital Allocators, EP.201)
Private Equity Deals with Capital Allocators
What's Your Biggest Investment Mistake?
I dislike the most when somebody starts talking about an investment thesis is they talk about what everybody else knows. I have this very simple saying: If you don't understand it, don't invest in it. We invested in something where it was growing incredibly fast and we got a great deal on it relative to anybody else. But the model itself was pretty darn complicated. And it didn't pass the elevator test of really having the longevity and robustness that the metrics would suggest.
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