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Musings from a few interesting people

Words from a few folks which I had whiskey with today:


Not all PE firms are created the same:

One of the best things to do is to track all the projects that these guys put money into. Everything they touch just turns from gold to brass. Instead of the “Midas” touch, they have the “minus” touch. Like the Forbes under 40, there should be a separate league table for investment deals called “Forty under 40”: The top forty deals that have an IRR of -40% or less...

 

On China:

 

A lot of private equity return models are broken:


 

When it comes to decision making...



 

Stupid questions asked by stupid people...

The world needs enough stupid investors for astute investors to thrive.
 

Investor relations is an art:



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