Comparing Time Commitment and Need for Historical Context in Private Equity

This chapter discusses the time commitment required for private equity investors and compares it to the involvement of activist investors or public company board members. The speaker explains that as a major shareholder on the board of a private equity company, they spend significantly more time and have a deeper understanding of the companies they invest in. They also mention the need for investors to shift back to fundamentals and the longer time it may take for private equity investors to realize the current unprecedented situation. The speaker emphasizes the importance of historical context and highlights that this period will be a learning experience for investors.