Cameron Passmore
speaker
491 appearances
11 recordings
2 series
first heard Apr 2026
last heard 13 Aug
Cameron Passmore’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 11 in all, peaking in Jun 2026 with 4.
Appearances
The Rational Reminder Podcast · Episode 406: When Massive Private Companies Go Public · 23 Apr 2026
podcast
On your YouTube video, I noticed many comments about why there are rules if we're just going to go change them to include companies like this.
What's your take on that, those questions?
exclude it.
Yeah, it's interesting.
It makes sense.
And these are massive companies in a very rare situation when they're at IPO time, I would expect.
This is not a normal thing to see in the market.
Yeah, that makes sense.
Don't just ignore something when a $2 trillion company is about to IPO.
Pretty substantial event.
And hope that they're right.
You have to make that bet ahead of time without knowing the historical data on that particular investment.
In summary, there's three different strategies that each come with their own trade-offs and no one way is necessarily more right or wrong than the other.
It's just trade-off that investors have to accept.
This comes up all the time.
Investor discipline is key.
There's so much noise that comes up.
Right now, we're talking about these mega IPOs, but tomorrow would be something different.
Next week, next month will be something different than that.
But if you're constantly looking for the edge or the downside to protect against, you're probably going to end up worse off if you keep changing and adjusting your strategy.
Showing 461–480 of 491 · page 24 of 25
← Previous
Next →