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Steve Begleiter — Private Equity, Poker, and Military History (EP.97)
Infinite Loops
How Do You Look at Your Liquidity?
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The way people consume financial services is changing, and there's a lot of excitement around that. We are very disciplined in saying, this the business model work? It's great to have revenues, but are the unit economics sound? And when they hit some scale, do they make money? So we look through that lens very carefully, and i take, without getting into specific names, some companies we think have very good unit economics,. Some things we scratch our heads, and then we say, ok, well, for the things we think worthy unit economics are good, what’s the price we have to pay? The companies need to grow at a high rate for a long time to
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