Finding Overlooked Private Investments

Masters in Business

Bloomberg

Business, Entrepreneurship, Investing

4.4 • 2.2K Ratings

🗓️ 2 October 2024

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

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Summary

We all know Nobel Laureate Eugene Fama’s efficient market hypothesis for publicly traded stocks, but how efficient are private markets? As it turns out, not very.

In this episode, Soraya Darabi sits down with Barry Ritholtz to explain how she looks for market inefficiencies in overlooked founders and geographies. Darabi is partner in the venture firm TMV. She has been an early investor in companies that went public such as FIGS, Casper, and CloudFlare, as well as startups like Gimlett and Lightwell, that Spotify and Twitter later acquired.

Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work.

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Transcript

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1:16.0	Go your own way.
1:21.0	You can call it another lonely day.
1:23.0	Even go your own way.
1:27.0	How efficient are private markets.
1:30.0	How efficient are private markets. As it turns out, it depends where you look. In areas where
1:36.7	VC money is plentiful and there are lots of VC is tripping over each other to fund deals,
1:42.2	think San Francisco, Boston, New York, and other parts of the
1:45.8	country where there are fewer VCs, there are enormous market inefficiencies.
1:52.2	As it turns out, fishing and ponds overlooked by everyone else has
1:56.5	been a great strategy. Inefficient markets can lead to unexpectedly better returns. I'm Barry Ritholz and on today's edition of
	...

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