Charlie Morris

speaker
208 appearances 2 recordings 1 series first heard Jul 2026 last heard 22 Jul

Charlie Morris’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
2 · Jul OctJan 26AprJulnow

Recordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 2.

Appearances

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Now, we can see people who've been able, managers who've been able to actually deploy capital and actually make most of the return through equity.
operational improvement, long story short, less leverage, less multiple expansion.
If you can repeat that over time, probably you're happy to pay for alpha over beta, over equity beta.
And that's your point.
Yeah, I can see the point.
I will always remember and point out a few clients towards the, you know, 07 vintages, right?
07 vintages, you make money.
Or so many people just timed and got out, right?
Yeah.
You made money because you are stuck.
But I see it's a good thing to be stuck with skills.
I agree.
That's important.
But yeah, I can see your point.
I do think, again, for the right portfolio with the right construction, it makes sense.
Is it the holy grail and the magic wand?
No.
No.
Very good question.
So that's a really good question.
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