Harry Stebbings

One thing I find challenging is it is very difficult to win great companies when you are optimizing for performance and your competitor is optimizing for deployment. That's true. And we've lost two deals in 24 months where literally they trebled the price and went to common stock. Yeah. And I'm like to the founder, you should take it. It's free money.

One thing I find challenging is it is very difficult to win great companies when you are optimizing for performance and your competitor is optimizing for deployment. That's true. And we've lost two deals in 24 months where literally they trebled the price and went to common stock. Yeah. And I'm like to the founder, you should take it. It's free money.

One thing I find challenging is it is very difficult to win great companies when you are optimizing for performance and your competitor is optimizing for deployment. That's true. And we've lost two deals in 24 months where literally they trebled the price and went to common stock. Yeah. And I'm like to the founder, you should take it. It's free money.

Yeah. But that is a different game.

Yeah. But that is a different game.

Yeah. But that is a different game.

But everyone often says, oh, the hottest deals don't turn out to be the best. Yeah. Often is said. It's the ones where they weren't competitive at all, actually. And then they turn into something great. I think we forget. Dude, you're on a podcast. Just give us a soundbite. Like just yes.

But everyone often says, oh, the hottest deals don't turn out to be the best. Yeah. Often is said. It's the ones where they weren't competitive at all, actually. And then they turn into something great. I think we forget. Dude, you're on a podcast. Just give us a soundbite. Like just yes.

But everyone often says, oh, the hottest deals don't turn out to be the best. Yeah. Often is said. It's the ones where they weren't competitive at all, actually. And then they turn into something great. I think we forget. Dude, you're on a podcast. Just give us a soundbite. Like just yes.

Do you give a shit if something's one of many? And what I mean by that is, like, we're looking at a company now, and I'm fighting with someone on the team about it. Because I'm like, it's not a generational defining company. They're one of 50 data providers. I'm just not interested in being one of 50. And they're like, well, there's 15 data providers that make over a billion dollars a year.

Do you give a shit if something's one of many? And what I mean by that is, like, we're looking at a company now, and I'm fighting with someone on the team about it. Because I'm like, it's not a generational defining company. They're one of 50 data providers. I'm just not interested in being one of 50. And they're like, well, there's 15 data providers that make over a billion dollars a year.

Do you give a shit if something's one of many? And what I mean by that is, like, we're looking at a company now, and I'm fighting with someone on the team about it. Because I'm like, it's not a generational defining company. They're one of 50 data providers. I'm just not interested in being one of 50. And they're like, well, there's 15 data providers that make over a billion dollars a year.

Good response back. Fair enough, if you're thinking about enterprise value. But, like, being one of many others...

Good response back. Fair enough, if you're thinking about enterprise value. But, like, being one of many others...

Good response back. Fair enough, if you're thinking about enterprise value. But, like, being one of many others...

You guys move a lot of money on large checks, especially growth checks. Yep. Can you do that on mysteries where companies can be turned upside down overnight?

You guys move a lot of money on large checks, especially growth checks. Yep. Can you do that on mysteries where companies can be turned upside down overnight?

You guys move a lot of money on large checks, especially growth checks. Yep. Can you do that on mysteries where companies can be turned upside down overnight?

How do you approach coaching and mentorship within a partnership? How do you think about coaching in a partnership effectively?

How do you approach coaching and mentorship within a partnership? How do you think about coaching in a partnership effectively?