“We did a really, really big transaction... we brought in outside institutional private equity sponsorship and capital and concurrently on the same day closed 12 M&A deals all at once.”
♫
Said on FP&A Unlocked
Pat Welton · Top Traders Unplugged · TTU153: Why Investors Keep Getting Trend Following Wrong ft. Patrick Welton
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
Shifted firm’s primary goal from personal profit metrics to client-goal alignment once outside capital was taken in
“We did a really, really big transaction... we brought in outside institutional private equity sponsorship and capital and concurrently on the same day closed 12 M&A deals all at once.”
“Even at three agents, what we found was three agents were not aligning on a simple goal more than 16% of the time.”
“We paused new client onboarding for nine months to get a better handle on our firm’s key performance metrics.”
“Where is momentum most profitable? It will be in the small stocks, the stocks with little analyst coverage, the stocks outside the US.”
The strongest new moments on your topics, in the speakers' own words. Free for three topics.
No card. No password. One-click unsubscribe.
Pro watches up to 25 names or phrases and emails you the morning after they are said.
See Pro, $29 a monthVerbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.