How Achilles Management Founder Khajuria Views Private Equity

The video discusses the transition from private equity to public markets, focusing on value-driven trades and long-term investment strategies. It highlights the use of private equity diligence techniques in public markets and the potential for non-traditional players to impact the private equity landscape. The discussion also covers the importance of evaluating companies for long-term viability and the role of activism in creating shareholder value.

What unique approach does the speaker's family office use to find value in the markets?

• Combining private equity diligence with liquid markets

• Investing solely in technology stocks

• Focusing on short-term trades

• Relying on public market trends

Why is the speaker shifting focus from private equity to public markets?

• To focus on short-term gains

• To reduce investment risks

• To avoid high purchase multiples

• To apply private equity techniques to public markets

What factors are considered when selecting companies for long-term investment?

• Market rumors

• Current stock price

• Product replaceability and competitive landscape

• Short-term profitability

What trend is observed with non-traditional players in the private equity market?

• They are merging with traditional players

• They are entering the market and creating new dynamics

• They are focusing on technology stocks

• They are exiting the market

What is the potential impact of high valuations in private equity?

• Increased short-term profits

• Potential for market dislocation

• Reduced competition

• Guaranteed long-term success

How does the speaker view activism in stocks?

• As a short-term strategy

• As irrelevant to market trends

• As a potential for creating shareholder value

• As a negative influence

What is the speaker's strategy for generating returns?

• Focusing on singles and doubles with occasional home runs

• Swinging for the fences on every trade

• Investing only in high-risk stocks

• Avoiding any form of risk