Peter Singlehurst is the Head of Private Companies at Baillie Gifford. He has led research on a wide range of private investments including Epic Games, Bending Spoons, Anduril, Solugen, Scopely, and Grammarly, as well as a number of private holdings that have since transitioned to the public markets such as Airbnb, Affirm, Warby Parker, Wise and Tempus AI.
In Today’s Episode with Peter We Discuss:
04:24 How I Accidentally Came to Manage One of the Largest Private Investment Firms in the World
07:29 What I Learned Losing 100s of $Ms
10:22 The 10 Questions Baillie Gifford Needs to Answer to Make an Investment
15:53 Why We Did Not Double Down in Stripe and Turned Down Coinbase
33:10 The ByteDance Investment Case
36:33 Why Would Any Good Company Go Public Today
39:19 Growth Stage Investing Trends
40:46 How Anduril Becomes a $200BN Company
45:39 Is 2024 Different to the Madness of 2021 and 2022
47:18 The Decision-Making Process Inside a $217BN Firm
49:00 How Does Re-Investment Decision-Making Differ from Original Investments
55:56 Future of Growth Equity Investing
58:12 Quick Fire Questions
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By Harry Stebbings
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Peter Singlehurst is the Head of Private Companies at Baillie Gifford. He has led research on a wide range of private investments including Epic Games, Bending Spoons, Anduril, Solugen, Scopely, and Grammarly, as well as a number of private holdings that have since transitioned to the public markets such as Airbnb, Affirm, Warby Parker, Wise and Tempus AI.
In Today’s Episode with Peter We Discuss:
04:24 How I Accidentally Came to Manage One of the Largest Private Investment Firms in the World
07:29 What I Learned Losing 100s of $Ms
10:22 The 10 Questions Baillie Gifford Needs to Answer to Make an Investment
15:53 Why We Did Not Double Down in Stripe and Turned Down Coinbase
33:10 The ByteDance Investment Case
36:33 Why Would Any Good Company Go Public Today
39:19 Growth Stage Investing Trends
40:46 How Anduril Becomes a $200BN Company
45:39 Is 2024 Different to the Madness of 2021 and 2022
47:18 The Decision-Making Process Inside a $217BN Firm
49:00 How Does Re-Investment Decision-Making Differ from Original Investments
55:56 Future of Growth Equity Investing
58:12 Quick Fire Questions
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