Scott Sperling
The Strategist
The long view, patient, analytical, playing several moves ahead.
Scott Sperling reads as The Strategist because his decision-making is layered and mapped forward, selecting sectors before companies, anchoring valuations to sustainable growth, and stress-testing portfolio positions against disruptive threats. Even his language is structural.
“Cardiovascular diseases as well as a number of other areas. So we're going to see, I think, a continued explosion, if you will, of therapeutics and diagnostics. And there are entire industries that have been set up to support the companies that have the innovative science that they will develop into those drugs.”
“We were looking at the opportunity to buy an iconic company that had been part, that clearly was a key part of the history of Time Warner, but where the parent had kind of moved beyond that particular sector.”
“We had long participated in different parts of the financial service world early on looking at opportunities in balance sheet driven businesses, banks, reinsurance companies and had developed a successful track record there. And that migrated to looking at companies in more of the fintech area.”
“About that same category as the acquisition multiple. So for example, you could pay fifteen times for a company, but you would like to believe that that's growing at about a 15% carrier on the EBITDA or cash flow side. What you don't want to do is pay 15 times for something growing 5% or 7%.”
Masters in Business: “Scott Sperling on Innovative Investment Strategies (Podcast)”
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