In short: Referenced as the diligence signal behind the Workday bid: "there was the news out that Silver Lake was looking to acquire them… the bars they have to cross to actually want to do an acquisition of this size, which would be like 50 billion, is much higher than a regular equity investor who can get in and get out in a day."
33:38And if private equity is looking to acquire a company, you go, "Wow, they've got to typically hold these companies 7 to 10 years. They're using some debt and interest rates, obviously 30-year treasuries are at the highest levels since 2007, and they have to believe that there's some terminal value to this out 7 to 10 years.
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.