What's gonna be hot next?
私人信贷始于〜10年前的GFC,银行离开了该空间,现在根据您的看法“成熟”,十年前从那里开始的人可能现在可能是MDS,并为自己腾出了一个很好的空间。
What do you think are going to be the next "hot" areas in high finance to look out for?
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评论 (19)
我会说加密?似乎是一个很好的空间来发展专业知识,因为加密变得更加相关,并从几年前就被视为“骗局”。
加密is big gay
How much did you lose?
在狗屎碰到你的娃娃上给我看
Array
使痛苦再次变得伟大!
个人论文是更痛苦 /基于价值的SaaS投资。当前的软件趋势将100%的重点放在增长上,并出售给战略或公开。
Not every company can grow forever, so think we're going to see a bunch of tech companies start to flat line / decline and opportunities to scoop them up for next to nothing. Haven't heard of a single SaaS investment that's been actually run for cash flow, but a lot of these business have great retention so you can massively cut costs, bring up margins really high, and distribute cash flows while holding revenue close to flat.
Have already seen this playbook a few times. Pretty sure it's is why来临/Permira购买了McAfee。
是的,这不是什么新哈哈,就像是正常的收购游戏一样(Thoma Bravo和Qlikfor example)
You're wrong about SaaS companies not beingrun。Currently working with a 3bn+ vertical SaaS asset with 50%+EBITDA
Yeah exactly - have you ever done tech m&a? So many of the sponsor sell sides are lower growth companies / carve out of hardware type WholeCo
这是Thoma Bravo剧本
我个人认为下属将是巨大的。真正的资产可能会占据更大的投资组合资产分配由于他们提供与其他资产类别,弹性和通货膨胀保护不相关的多元化和差异化回报
Agreed! Especially digital infra assets and renewables
机会性数字下属正在咆哮,尤其是在短期内的光纤ATM和数据中心
Perhaps GP-led opportunities in the secondary private平等市场。
The secondaryPE市场已经充满了才华横溢的人,但是鉴于这个市场的增长轨迹,肯定会有长期的人才短缺。已经缺乏资本来满足市场中LP的所有流动性需求,并且有很多赞助商希望有更多的时间来管理更强大的投资组合公司,这些公司需要更多时间来创造更多的价值创造。好像COMP级别在/类似于直接PEas well (with strong carry allocations).
绝对是时候让新进入者进入secondary market为自己取名
生物技术
Asia, especially Chinese private市场和资产管理在dustry. Lots of uninvested capital and opportunities available to those who are able to navigate the complex capital markets game there.
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Et velit voluptate dolore ex iure harum. Qui quidem rerum optio ut. Praesentium magnam aut sequi non saepe.
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