“They promoted it. They sold it at a premium price. They celebrated it with their employees and it spurred on more brand new innovations.”
BL
Barry LaBov
Build a Better Agency Podcast ·
“Now this thing sells for $30, which sounds like nothing. But when the competition is selling for $2 or $3, it feels like an insane premium ... product could justify the premium.”
Acquiring Minds · Buying a 1-Product Business, Building It to a Big Exit
Play from 24:28
24:28
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What was described
priced the coupler at $30 while competitors sold similar parts for $2-$3, positioning it as a premium, higher-quality solution
$30 price vs $2-$3 competition
Said nearby on the same subject
“I’m typically pricing cash flows… the pricing exercise has been very similar… higher component of underwriting and qualitative assessment.”
HW
Hans Wildens
Exchanges ·
“We took up our position in SK Hynix to be about a four, a bit over 4% ... stock's up 20 fold ... we've sold about 90% of our position, but that still leaves us with almost 7% position in the fund”
CR
Cameron Robertson
Equity Mates Investing Podcast ·
“I sold my position after a steep decline in the stock, followed by the CFO resigning.”
SE
Steve Eisman
The Real Eisman Playbook ·
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