3 ms·
It’s not necessarily the sale. Some private equity companies move from “Let’s invest like we’re shooting for the moon” to “Let’s invest like we want to improve
by mathattack 4mo ago
It’s not necessarily the sale. Some private equity companies move from “Let’s invest like we’re shooting for the moon” to “Let’s invest like we want to improve margins and flip this on 3-5 years”
It’s not inherently wrong but it is a different model, and sometimes companies suffer as a result.
- lokar 4mo agoAnd some (Broadcom) see a product in decline, but with some amount of stickiness/lock-in. They cut R&D and extract value as it withers away.
- mathattack 4mo agoYes. And gut support too. The only consolation is that the software still exists.