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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

2024-02-09 · 28 min · 18 entities

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Entities found in this episode

companys 9

concepts 7

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  • discusses Business concept
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    Feed author/publisher: Harry Stebbings
  • hosted by Harry Stebbings person
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    Feed author/publisher: Harry Stebbings
Episode description as stored
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?