Searchlight Capital's Zinterhofer Says Volatility Has Created Opportunities

The video discusses long-term investment strategies, highlighting how market volatility can create opportunities. It details a partnership with Lion Tree, focusing on high-growth TMT companies and innovative financial instruments to minimize equity dilution. The impact of tax laws on business operations is also analyzed, noting that lower corporate tax rates offset interest deductibility issues, leading to increased valuations.

What is the primary focus of long-term investors according to the transcript?

• Immediate returns

• Long-term growth over 5-10 years

• Market speculation

• Short-term gains

What challenge do high-growth TMT companies face when fundraising?

• High debt levels

• Dilution from raising equity

• Lack of market presence

• Low revenue streams

What is the purpose of the new financial instrument mentioned in the transcript?

• To increase company debt

• To limit company expansion

• To provide non-dilutive growth capital

• To reduce company valuations

How do tax laws generally affect businesses according to the transcript?

• They decrease corporate tax rates

• They have minimal impact due to low leverage

• They increase leverage

• They eliminate interest deductibility

What has been the overall effect of lower corporate tax rates on valuations?

• Valuations remain stable

• Decreased valuations

• Increased valuations

• No change in valuations