Rick Kes
๐ค PersonAppearances Over Time
Podcast Appearances
I think as the public market continues to hopefully recover from the turmoil we saw during the last couple of weeks related to tariffs and other things, I think that will create better sentiment, which will obviously just hopefully change the mindset of a lot of people. But I think because of that, you'll see hopefully some recovery, some rebounding. But I do think the other part too is just,
Timing is everything. And, you know, as we see these, you know, negative news stories come out, you know, as time elapses, people start to forget about it or we start to understand what the real impact is and not just rely on kind of the news headlines. We see like, OK, well, if tariffs went up, what happens to the price of this product or that product?
Timing is everything. And, you know, as we see these, you know, negative news stories come out, you know, as time elapses, people start to forget about it or we start to understand what the real impact is and not just rely on kind of the news headlines. We see like, OK, well, if tariffs went up, what happens to the price of this product or that product?
Timing is everything. And, you know, as we see these, you know, negative news stories come out, you know, as time elapses, people start to forget about it or we start to understand what the real impact is and not just rely on kind of the news headlines. We see like, OK, well, if tariffs went up, what happens to the price of this product or that product?
instead of uncertainty, now we have certainty. We start to know, we start to figure things out, we start to realize how we can adapt. And I think the successful businesses will adapt quickly and hopefully be prepared to move forward with things that they were originally planning on doing. So again, I think these times, just like any times, we talk a lot about
instead of uncertainty, now we have certainty. We start to know, we start to figure things out, we start to realize how we can adapt. And I think the successful businesses will adapt quickly and hopefully be prepared to move forward with things that they were originally planning on doing. So again, I think these times, just like any times, we talk a lot about
instead of uncertainty, now we have certainty. We start to know, we start to figure things out, we start to realize how we can adapt. And I think the successful businesses will adapt quickly and hopefully be prepared to move forward with things that they were originally planning on doing. So again, I think these times, just like any times, we talk a lot about
when deal flow isn't happening, focusing on your business model, focusing on your efficiency and focusing on becoming the highest grade asset you can be, I think in addition to focusing on those things, also focus on being nimble and understanding how to adapt and change to the economy as it continues to change because those are the companies that are likely to be the most ripe for sale are those that can prove that they're
when deal flow isn't happening, focusing on your business model, focusing on your efficiency and focusing on becoming the highest grade asset you can be, I think in addition to focusing on those things, also focus on being nimble and understanding how to adapt and change to the economy as it continues to change because those are the companies that are likely to be the most ripe for sale are those that can prove that they're
when deal flow isn't happening, focusing on your business model, focusing on your efficiency and focusing on becoming the highest grade asset you can be, I think in addition to focusing on those things, also focus on being nimble and understanding how to adapt and change to the economy as it continues to change because those are the companies that are likely to be the most ripe for sale are those that can prove that they're
their ability to adapt is a market differentiator against their competitors.
their ability to adapt is a market differentiator against their competitors.
their ability to adapt is a market differentiator against their competitors.
I mean, I think that's the definition of success in some respects is to, you know, I think a good leader can lead their team through that turmoil, right?
I mean, I think that's the definition of success in some respects is to, you know, I think a good leader can lead their team through that turmoil, right?
I mean, I think that's the definition of success in some respects is to, you know, I think a good leader can lead their team through that turmoil, right?
You hear something, you know, I hear a bad news story or something, maybe even something that's impacting your sector, say you're in healthcare services and you hear all these news about potential cuts to Medicaid and maybe you're heavily relying on Medicaid. If the leader of your company or the leader of your PE group is telling you, hey, We're going to get through this.
You hear something, you know, I hear a bad news story or something, maybe even something that's impacting your sector, say you're in healthcare services and you hear all these news about potential cuts to Medicaid and maybe you're heavily relying on Medicaid. If the leader of your company or the leader of your PE group is telling you, hey, We're going to get through this.
You hear something, you know, I hear a bad news story or something, maybe even something that's impacting your sector, say you're in healthcare services and you hear all these news about potential cuts to Medicaid and maybe you're heavily relying on Medicaid. If the leader of your company or the leader of your PE group is telling you, hey, We're going to get through this.
We're going to move forward. We're going to find a way to be profitable even under reduced reimbursement rates or something. If the leader of your group is telling you that and making you feel that that's accurate and that you can achieve those goals, well, then, you know, that's how you succeed in the business. So I think it all comes down to good leadership, really.