Private equity stays private longer for growth
The guest argued that legitimate, high-growth companies are choosing to remain private longer due to better access to capital and lower regulatory burdens.
The argument
This shift aligns with a long-term business cycle perspective rather than a quarterly public market focus. The guest's firm actively participates in this trend by acquiring pre-IPO shares of major private companies.
The thesis, stress-tested
✓ What validates it
- ✓Successful IPO exits of major private holdings
- ✓Sustained capital inflows into late-stage private rounds
▸ Risks discussed
- ▸Long-term lockups post-IPO
- ▸Illiquidity of private shares
Hear it yourself
"So if it means, you know, pre op buying pre IPO shares of Palantir or, Databricks or OpenAI, SpaceX, others, We have access to all of that. And, yes, they'll, you know, there'll be some lockups if these companies, you know, go public, but these are long term holds."
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