[REPLAY] - Private Equity Masters 7: Orlando Bravo – Thoma Bravo (Capital Allocators, EP.206)
Private Equity Deals with Capital Allocators
SAS Customer Support - How to Fine-Tune That Once You Own It
You have to be able to explain why things are staying the same or why things are changing. And then you take that quantitative analysis and make sure that the qualitative is giving you the same answer. So when you get into the granularity of that data, I can imagine situations where it's not crystal clear,. There might be certain products, certain regions that are doing better than others.
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