Nicholas Bloy of Navis Capital on the state of private equity

[@Unknowledgeable1]

8:50 b/c this maximixes shareholder value/share price/firm price
9:08
• note: maximizing unlevered fcf will create upwards pressure on intrinsic value (shareholder value)
9:50 reveals one of his tricks to grow rev 🙏
10:10
10:28 by capital structuring, he means making debt a larger percentage of the balance sheet (I think). Cf. Rg said to me that in this day and age u need to improve/grow earnings more. I think I get what he means now.
10:40 ❤
• 11:23
11:55
13:20
6:23