Lululemon’s Lessons Learned for Private Equity

The transcript discusses the lessons learned from successful investments, emphasizing the importance of alignment and collaboration with management teams. It explores the potential of applying long-term strategies across private and public companies, highlighting the need for flexibility and innovation. The conversation also addresses the future of private equity, considering economic cycles and the industry's evolution towards operational strategies and best practices.

In what ways has the private equity industry evolved in response to past economic downturns?

What strategies does the speaker believe private equity firms should adopt to add value?