

A Resilient Strategy for Uncertain Times
5 snips Oct 18, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
The Resilience of the Portfolio in a Reset Environment
01:48 • 2min
Is HD Trying to Survive in a Downturn?
04:10 • 2min
Are You Seeing Inflation and Margin Compression in Software Businesses?
06:01 • 3min
Is the Private Equity Industry Disconnected From the Public Sector?
08:49 • 3min
Are You Reconsidering Your Investment Strategy in the Event of a Downturn?
11:37 • 3min