Henry Ellenbogen
speaker
1,069 appearances
1 recordings
1 series
first heard Dec 2025
last heard 16 Dec
Henry Ellenbogen’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Dec 2025 with 1.
Appearances
But we don't want to hire you.
We don't want to promote you unless we think you can actually one day lead the investment organization and drive the firm.
And the reason I feel that's so important is we just don't have that many slots.
It's just like the companies.
Right?
That's hard.
The other thing that's hard about it is when I went and looked at these firms, I do think there is a level of growth you have to pursue.
Durable is a performance driven organization.
We break every tie in pursuit of investment excellence.
We haven't really, you know, market ourselves or try to get new investments since 2022.
Why is that?
Well, I think we're performing really, really well, but I just believe markets are pretty full and we're a long only firm.
We're not going to short.
We're not going to really try to time markets.
But if you're going to be our investor over time and we're going to do well by you, we should probably take more of your capital when on balance the entry point is lower than higher.
We're going to break everything.
We're going to really understand if we're going to do less, what it means to be able, on the public side, to be able to own meaningful positions and companies, to really be able to trade if there's quarterly volatility such that we can buy more when things are attractive.
Everything that if we're only going to do maybe five, I think since 2023, we've done 14 new private investments.
So we're back to doing five a year.
If we're only going to go do five,
Showing 841–860 of 1,069 · page 43 of 54
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