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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Doug Leone, Bill Ackman, Bill Gurley and Orlando Bravo on "Does Price Matter"; When to Pay Up vs When to Stay Disciplined, The Biggest Lessons on Price Discipline from 8 of the World's Best Investors
Feb 9, 2024
28:24
Snipd AI
Doug Leone, Bill Ackman, Bill Gurley, and Orlando Bravo discuss the significance of price in investing and venture capital, emphasizing the importance of price discipline and when to pay up versus when to stay disciplined. They explore the risks and expectations associated with different investment sizes and the impact of price on investment decisions. The speakers also discuss their firm's approach to evaluating price and price sensitivity in investments, prioritizing assessing the company, market, and founder before focusing on valuation. They share insights on AI tools and introduce Digis, an AI accounting services company.
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Quick takeaways
- Understanding when and why price matters in venture capital and investing is crucial.
- The stage of investment impacts the importance of price sensitivity and attachment to quality.
Deep dives
Price matters and being price aware on a portfolio basis
Price is an important factor in investing. It is crucial to be price aware when evaluating investment opportunities on a portfolio basis. While price may not be the sole determinant when making a deal-by-deal decision, it becomes a significant consideration when assessing an overall investment strategy. The podcast discusses the importance of understanding when and why price matters in venture capital and investing. It explores the question of when investors should pay up for an asset or company and highlights the need for price awareness and discipline.
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Listen to the best highlights from the podcasts you love and dive into the full episode