Orlando Bravo on Tech Valuations, Anaplan and Inflation

The video discusses the current state of public and private tech markets, highlighting the challenges and opportunities in each. It explores the role of private equity in turning unprofitable tech companies into profitable ones, focusing on growth and innovation. The discussion includes a case study on Anaplan, emphasizing the importance of maintaining reputational integrity in private transactions. The macro-economic outlook is also covered, with insights into potential recession risks and investment opportunities in high-quality software companies.

What is a significant challenge faced by public software companies according to the discussion?

• High profitability

• Lack of innovation

• Stable market conditions

• Demand for profitability

How have private equity firms managed software companies differently from public markets?

• By focusing on short-term gains

• By reducing customer service

• By maintaining high profitability

• By avoiding tech investments

What is the current trend in the valuation of unprofitable software companies?

• Staying constant

• Decreasing significantly

• Increasing rapidly

• Fluctuating unpredictably

What is a key strategy of Thoma Bravo in dealing with unprofitable tech companies?

• Avoiding them completely

• Merging them with profitable companies

• Selling them quickly

• Turning them into profitable entities

How does inflation impact the value of software products?

• Has no impact

• Increases their value

• Decreases their value

• Makes them obsolete

What is the speaker's view on predicting macroeconomic trends?

• It is the key to success

• It is easy and reliable

• It is unnecessary for investors

• It is impossible over the long term

Where does the speaker see the best opportunity for investment during economic downturns?

• In real estate

• In high-quality software companies

• In low-quality software companies

• In traditional manufacturing