Julian Hoenig
speaker
250 appearances
2 recordings
2 series
first heard Jul 2026
last heard 5 Jul
Julian Hoenig’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 — 2 in all, peaking in Jul 2026 with 2.
Appearances
It's like you got it.
I mean, it's a particularly good time for a serial acquirer.
There's a bit of dislocation, fear due to disruption from AI, which I think is a lot of truth to it in many cases.
It's a bit nuanced.
And we can only do so.
One of the disadvantages of our model where we almost rebuild some of these businesses from the ground up, we try to keep everything that's great and rebuild everything that's less great.
I mean, the good thing is I think it's much more challenging and interesting than going a little bit more shallow.
And also, it's delivered very high returns.
But at the same time, you can't do it a million times a year.
It takes a lot of time, a lot of effort from a big team of engineers, designers, product managers, and so on and so forth.
And so, we have to be very selective.
So, yes, it's a good time with a lot of opportunities.
But equally, we can only do a few.
So, the key is listening to what's available, the opportunities, but also not get too excited, stay patient for the right one.
I think, I mean, you may be right.
We will see.
Of course, it's, you know, day one in that regard.
So I don't have a track record.
We chose to go public primarily to improve our access to debt.
It turns out that the lenders really like lending to public companies.
Showing 121–140 of 250 · page 7 of 13
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