Interview, Fireside Chat, Conference Presentation
Tom Lister, Co-Managing Partner of Permira
- Healthcare is projected to remain a fertile investment ground despite high valuations.
- The transition to SaaS models is expected to provide six months of actual performance data, increasing investor confidence.
- The wedding services marketplace is predicted to recover after experiencing a near-total cessation.
- Marketplaces are anticipated to leverage pandemic-era infrastructure improvements to shape future growth.
- Investment monetization strategies may involve selling prior to reaching absolute peaks to avoid negative sentiment.
- Business partners are expected to fulfill collective commitments made prior to the health crisis.
- Complex investment decisions that caused anxiety are anticipated to appear less significant in hindsight.
- Young investment professionals are predicted to fail to build necessary partnerships without developing empathy over time.
- Identifying top-tier assets is expected to be challenging due to low interest rates, high multiples, and intense competition from other investors.
- Purchasing assets at a price 10% above the estimated target value is considered a solvable issue.
- The S&P 500 is forecasted to be higher one year from now.
- The China-U.S. relationship is predicted to diverge further over the next year due to short-term political motivations that may not be beneficial long-term.
- Reliance on 10-page computer models is cautioned against because underlying assumptions may not materialize as expected.