AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min chapter
[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.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode