6 Comments
User's avatar
Maverick Equity Research's avatar

great talk, what people need to hear not what they want ... not pleasant at first, but useful later :)

Expand full comment
George Aliferis, CAIA's avatar

Thanks Mav

Expand full comment
George Aliferis, CAIA's avatar

3 unsubscribers since I sent this. It is unusual so I checked the websites: all 3 from PE firms. Why don't they like my conversation with a PE academic 😉

Expand full comment
Maverick Equity Research's avatar

ha, funny ... own confirmation of feeling 'busted', 'exposed' or 'useless' or so ... ego damage ... also shows how right the coverage was, if not, why not say why and how it's wrong? says it all ... the amount of 'rent seekers' and 'free riders' in PE is very very high ...

Expand full comment
George Aliferis, CAIA's avatar

Great call.

It would get some serious balls to call out Ludovic. Id like to see it🐤🐥🍗

Expand full comment
Maverick Equity Research's avatar

I would love it too ... bring it on whomever can do it :).

Happy to be wrong and hat tip them if they can do it :)

Cheers!

Expand full comment