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← Private equity's short fund cycles push firms toward aggressive…

16 connected korrents · 14 moments on record from 1 Jun 2022 to 4 Sept 2026.

Everything filed under government government Everything filed under market efficiency market efficiency Everything filed under startups startups Everything filed under stock market stock market Everything filed under management management Everything filed under venture capital venture capital Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: Private equity's short fund cycles push firms toward aggressive cost-cutting that erodes what made an acquired business successful. Private equity's short fund cycles pushfirms toward aggressive cost-cutting thaterodes what made an acquired businesssuccessful. Last stated 2 months ago 15 Jul 2026 LA Lyn Alden — holds since 2026-07-15 — tap for who they are Same subject: Businesses acquired by private equity funds fail more often than average because of the leverage loaded onto them. — tap to centre the map on it Businesses acquired by privateequity funds fail more often thanaverage because of the leverageloaded onto them. Last stated 2 months ago 15 Jul 2026 LA Lyn Alden — holds since 2026-07-15 — tap for who they are Same subject: At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen there would be much less risk. — tap to centre the map on it At a market price-earnings ratio oftwenty-three there is little upsideand a long way to fall, where atfifteen there would be much lessrisk. Last stated a year ago 16 Jul 2025 JD Jamie Dimon — holds since 2025-07-16 — tap for who they are Same subject: Technology has made markets less efficient at long horizons rather than more efficient. — tap to centre the map on it Technology has made markets lessefficient at long horizons ratherthan more efficient. Last stated 2 years ago 3 Sept 2024 CA Cliff Asness — holds since 2024-09-03 — tap for who they are Same subject: Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund. — tap to centre the map on it Almost no mutual fund earns the feesit charges, so most investors arebetter off buying an index fund. Last stated 3 years ago 20 Feb 2024 BA Bill Ackman — holds since 2024-02-20 — tap for who they are Same subject: Startups beat incumbents when the technology is moving fast, costs are falling and cycle times are short — and all three are true right now. — tap to centre the map on it Startups beat incumbents when thetechnology is moving fast, costs arefalling and cycle times are short —and all three are true right now. Last stated 2 months ago 28 Jul 2026 SA Sam Altman — holds since 2026-07-28 — tap for who they are Same subject: Pursuing efficiency pushes attention onto measurable factors and away from the psychological ones where the larger gains are available. — tap to centre the map on it Pursuing efficiency pushes attentiononto measurable factors and awayfrom the psychological ones wherethe larger gains are available. Last stated 9 months ago 9 Dec 2025 RS Rory Sutherland — holds since 2025-12-09 — tap for who they are Same subject: Short selling is inherently treacherous and should almost never be done. — tap to centre the map on it Short selling is inherentlytreacherous and should almost neverbe done. Last stated 3 years ago 20 Feb 2024 BA Bill Ackman — holds since 2024-02-20 — tap for who they are Same subject: A sophisticated economy cannot be centrally planned, because planning removes the price signal that carries information about demand. — tap to centre the map on it A sophisticated economy cannot becentrally planned, because planningremoves the price signal thatcarries information about demand. Last stated a year ago 2 Sept 2025 BE Benedict Evans — holds since 2025-09-02 — tap for who they are Same subject: Corner allocations under price ceilings are a distinct source of cross-market misallocation, separate from Harberger quantity loss and within-market misallocation. — tap to centre the map on it Corner allocations under priceceilings are a distinct source ofcross-market misallocation, separatefrom Harberger quantity loss andwithin-market misallocation. Last stated 7 months ago 12 Feb 2026 AT Alex Tabarrok — holds since 2026-02-12 — tap for who they are Same subject: The efficient market hypothesis is at best a very lossy heuristic — tap to centre the map on it The efficient market hypothesis isat best a very lossy heuristic Last stated 2 weeks ago 4 Sept 2026 NF Nat Friedman — holds since 2026-09-04 — tap for who they are Same subject: A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit. — tap to centre the map on it A first-time founder has anadvantage over a repeat winner,because past success makes it tooeasy to raise money and hire againsta big vision before there isproduct-market fit. Last stated 3 months ago 14 Jun 2026 MP Mark Pincus — holds since 2026-06-14 — tap for who they are Same subject: A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. — tap to centre the map on it A founder should take half thevaluation if it buys all of thecontrol, because the right to bewrong in your own way is whatfounding was for. Last stated 4 months ago 2 Jun 2026 MP Mark Pincus — holds since 2026-06-02 — tap for who they are Same subject: About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out. — tap to centre the map on it About 5% is the most common finalownership stake for the founder of aVC-funded startup that works out. Last stated 2 months ago 18 Jul 2026 PL Pieter Levels — holds since 2026-07-18 — tap for who they are Same subject: A government's debt dynamics are a household's or a company's, except that it can print money and tax -- and those two powers are what change the ending. — tap to centre the map on it A government's debt dynamics are ahousehold's or a company's, exceptthat it can print money and tax --and those two powers are what changethe ending. Last stated a month ago 21 Aug 2026 RD Ray Dalio — holds since 2026-08-21 — tap for who they are Same subject: A longer average debt maturity protects a government from temporary interest-rate spikes and gives it more time to adjust to permanent rate increases. — tap to centre the map on it A longer average debt maturityprotects a government from temporaryinterest-rate spikes and gives itmore time to adjust to permanentrate increases. Last stated 4 years ago 1 Jun 2022 OB Olivier Blanchard — holds since 2022-06-01 — tap for who they are Same subject: Assessing whether government debt is sustainable is as much an art as a science. — tap to centre the map on it Assessing whether government debt issustainable is as much an art as ascience. Last stated 4 years ago 1 Jun 2022 OB Olivier Blanchard — holds since 2022-06-01 — tap for who they are
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At the centre Private equity's short fund cycles push firms toward aggressive cost-cutting that erodes what made an acquired business successful. Last stated 15 Jul 2026 · 2 months ago Holds Lyn Alden Read this korrent →