Importance of Pricing Strategy in Investment Decisions

56sec Snip

00:00

Play full episode

Summary

Comments

Transcript

Episode notes

Having a clear framework for pricing is crucial in investment decisions. While being less price-sensitive for initial investments is acceptable, when it comes to doubling down on high-conviction opportunities, getting the pricing right is paramount. Even though investing at high multiples can be daunting, having unwavering belief in the company's potential is key. It is advised to only invest when there is a strong conviction and thorough due diligence, as blindly investing based on pricing without belief in the company's future may not yield favorable results.

Doug Leone is the Global Managing Partner @ Sequoia Capital, one of the world’s most renowned and successful venture firms with a portfolio including the likes of Google, Airbnb, Whatsapp, Stripe, Zoom and many more.

Marcelo Claure is the Founder & CEO of Claure Group, a multi-billion-dollar global investment firm. He is the Executive Chairman and Managing Partner of Bicycle Capital, a $500M Latin America-focused growth equity fund, and was appointed Chairman in Latin America of SHEIN, the global #1 on-demand fashion company in the world. Claure was also the CEO of SoftBank Group International where he launched SoftBank’s $8B Latin America Funds, and had direct oversight for SoftBank’s operating companies.

Geoff Lewis is a Founder and Managing Partner of Bedrock, one of the breakout and new venture firms of the last decade, famously in search of narrative violations. He serves or has served on the Board of Directors for companies including Lyft (NASDAQ: LYFT), Nubank (NYSE: NU), Epirus, and Vercel.

Bill Ackman is the CEO of Pershing Square Capital Management, L.P., an SEC-registered investment adviser founded in 2003. Pershing Square is a concentrated research-intensive fundamental value investor in long and occasionally short investments in the public markets.

Martín Escobari is Co-President, Managing Director and Head of General Atlantic’s business in Latin America. Martín is Chairman of the firm’s Investment Committee and also serves on the Management and Portfolio Committees.

Orlando Bravo is a Founder and Managing Partner of Thoma Bravo. He led Thoma Bravo’s early entry into software buyouts and built the firm into one of the top private equity firms in the world.

In Today's Episode on Price Sensitivity We Discuss:

Doug Leone: Why the attitude of "deploy, deploy, deploy will get so many in trouble"?
Marcelo Claure: How to know when price matters and when it does not?
Geoff Lewis: What is the right framework to assess price at an early stage?
David Tisch: How does the importance of price change vis a vis company vs portfolio?
Orlando Bravo: What have been Thoma Bravo's biggest lessons on price?
Cyan Banister: Why does Cyan believe there will be a reckoning?