Ep34 “Why Has Private Equity Grown So Much?” with Eric Zinterhofer
All Else Equal: Making Better Decisions
Analyzing Firm's Investments and Industry Metrics
Investors are guided towards focusing on multiple uninvested capital and Distributed Capital to Paid-In Capital ratio to gauge the value of a company. The worth of a company is determined by objective metrics based on the buying and selling prices. Long-term data on realized funds provides better insights for benchmarking against public markets. Recent funds are affected by aggressive high valuation investments, leading to potential markdowns. The delay in these markdowns compared to public market movements varies and is currently in uncharted territory.
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