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
View all episodes
By Harry Stebbings
4.4
464464 ratings
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
1,281 Listeners
1,008 Listeners
179 Listeners
2,329 Listeners
341 Listeners
214 Listeners
8,349 Listeners
337 Listeners
199 Listeners
189 Listeners
106 Listeners
419 Listeners
26 Listeners
18 Listeners
31 Listeners