Podcast appearances and mentions of orlando bravo

One of the industry's biggest buyout firms, Thoma Bravo's Orlando Bravo lays out the current state of the deal environment and the key aspects he looks for when searching for acquisition targets. Then the CEO of Microchip Technology gives his outlook for the chip sector as China and the U.S. try and reach a trade deal. And then is Meta's AI strategy starting to show cracks? We dive into new reports saying the company is hitting pause on some of its AI models.

Orlando Bravo failed to become a tennis pro, but became richer than any tennis player in history by pivoting to the world of finance. He's the first billionaire from Puerto Rico and earned his fortune with private equity investments in technology. BBC business editor Simon Jack and journalist Zing Tsjeng tell the story of an investor who says that forgetting to buy diapers changed the whole way he does business. He provided aid to his homeland in the wake of Hurricane Maria, but also became embroiled in scandals involving cyber security and cryptocurrency. Good Bad Billionaire is the podcast exploring the lives of the super-rich and famous, tracking their wealth, philanthropy, business ethics and success. There are leaders who made their money in Silicon Valley, on Wall Street and in high street fashion. From iconic celebrities and CEOs to titans of technology, the podcast unravels tales of fortune, power, economics, ambition and moral responsibility, before inviting you to make up your own mind: are they good, bad or just another billionaire?

Nos preparamos para 2025! Predicciones, Oportunidades y Riesgos para Founders y Emprendedores En este episodio, desglosamos las tendencias y predicciones más importantes que marcarán el mundo de los negocios, las inversiones y el emprendimiento en 2025. Si sos founder, emprendedor o aspirás a serlo, este capítulo te da una ventaja competitiva clave para estar un paso adelante.

Carl Quintanilla and Sara Eisen tackle today's biggest Money Movers from the floor of the New York Stock Exchange

Orlando Bravo of Thoma Bravo discusses the complexity of getting technology deals past regulators which is discouraging some buyers, but tie-ups are still possible for those willing to do the work. He talks with Bloomberg's Dani Burger.See omnystudio.com/listener for privacy information.

In this special Beyond the Deal mini-sode, Thoma Bravo Co-Founders and Managing Partners Carl Thoma and Orlando Bravo go beyond their long, storied and industry-shaping partnership to discuss the importance of fostering relationships, focusing on performance and staying humble while building a successful firm. Carl also shares his insights on the value of finding the right mentor and discusses one of the proudest moments of his life. For more information on Thoma Bravo's Behind the Deal, visit https://www.thomabravo.com/behindthedeal Learn more about Thoma Bravo: https://www.thomabravo.com/

On the season finale of Behind the Deal, Co-Founders and Managing Partners Orlando Bravo and Carl Thoma sit down to discuss how they built Thoma Bravo into the world's largest tech-focused buyout firm. Orlando interviews his mentor, Carl, to get his perspective on the evolution of private equity over his nearly 50-year career in the industry. The Co-Founders discuss their partnership and relive the moments, strategies, successes (and a few failures) that made their firm and their relationship one of the best deals both have ever done. For more information on Thoma Bravo's Behind the Deal, visit https://www.thomabravo.com/behindthedeal Learn more about Thoma Bravo: https://www.thomabravo.com/

Doug Leone is the Global Managing Partner @ Sequoia Capital, one of the world's most renowned and successful venture firms with a portfolio including the likes of Google, Airbnb, Whatsapp, Stripe, Zoom and many more. Marcelo Claure is the Founder & CEO of Claure Group, a multi-billion-dollar global investment firm. He is the Executive Chairman and Managing Partner of Bicycle Capital, a $500M Latin America-focused growth equity fund, and was appointed Chairman in Latin America of SHEIN, the global #1 on-demand fashion company in the world. Claure was also the CEO of SoftBank Group International where he launched SoftBank's $8B Latin America Funds, and had direct oversight for SoftBank's operating companies.  Geoff Lewis is a Founder and Managing Partner of Bedrock, one of the breakout and new venture firms of the last decade, famously in search of narrative violations. He serves or has served on the Board of Directors for companies including Lyft (NASDAQ: LYFT), Nubank (NYSE: NU), Epirus, and Vercel.  Bill Ackman is the CEO of Pershing Square Capital Management, L.P., an SEC-registered investment adviser founded in 2003. Pershing Square is a concentrated research-intensive fundamental value investor in long and occasionally short investments in the public markets. Martín Escobari is Co-President, Managing Director and Head of General Atlantic's business in Latin America. Martín is Chairman of the firm's Investment Committee and also serves on the Management and Portfolio Committees. Orlando Bravo is a Founder and Managing Partner of Thoma Bravo. He led Thoma Bravo's early entry into software buyouts and built the firm into one of the top private equity firms in the world.  In Today's Episode on Price Sensitivity We Discuss: Doug Leone: Why the attitude of "deploy, deploy, deploy will get so many in trouble"? Marcelo Claure: How to know when price matters and when it does not? Geoff Lewis: What is the right framework to assess price at an early stage? David Tisch: How does the importance of price change vis a vis company vs portfolio? Orlando Bravo: What have been Thoma Bravo's biggest lessons on price? Cyan Banister: Why does Cyan believe there will be a reckoning?

In part one, we delved into Chris Ullman's fascinating journey as a four-time International Whistling champion. Now, we're pivoting to explore Chris's other passion: a career that has positioned him next to some of the world's wealthiest and most influential people. In part two of this extraordinary series, James and Chris explore the life lessons and success strategies outlined in Chris's latest book, "Four Billionaires and a Parking Attendant."The book is segmented into eight overarching strategies that are crucial for achieving success and fulfillment in life: Be Purposeful, Innovate & Accomplish, Build Bridges, Be Productive, Solve Problems, Be Authentic, Think of Others, and Be Humble. Through autobiographical examples, Chris paints a vivid picture of working with some of the biggest names in finance and politics, such as David Rubenstein, Bill Conway, and Daniel A. D'Aniello of the Carlyle Group, Orlando Bravo of Thoma Bravo, former Governor of Ohio John Kasich, and Arthur Levitt, former Chairman of the SEC.Whether it's navigating the world of high-stakes private equity or working on Capitol Hill, the wisdom Chris has gleaned is universally applicable. The episode concludes with a stirring performance of Duke Ellington's "Take the A Train," connecting the dots between the joy of whistling and the fulfillment of a life well-lived. Don't miss this episode that not only provides a blueprint for creating a life of wealth, health, and happiness but also encapsulates the multifaceted nature of success.-----------What do YOU think of the show? Head to JamesAltucherShow.com/listeners and fill out a short survey that will help us better tailor the podcast to our audience!Are you interested in getting direct answers from James about your question on a podcast? Go to JamesAltucherShow.com/AskAltucher and send in your questions to be answered on the air!------------Visit Notepd.com to read our idea lists & sign up to create your own!My new book, Skip the Line, is out! Make sure you get a copy wherever books are sold!Join the You Should Run for President 2.0 Facebook Group, where we discuss why you should run for President.I write about all my podcasts! Check out the full post and learn what I learned at jamesaltucher.com/podcast.------------Thank you so much for listening! If you like this episode, please rate, review, and subscribe  to “The James Altucher Show” wherever you get your podcasts: Apple PodcastsStitcheriHeart RadioSpotifyFollow me on Social Media:YouTubeTwitterFacebook

In part one, we delved into Chris Ullman's fascinating journey as a four-time International Whistling champion. Now, we're pivoting to explore Chris's other passion: a career that has positioned him next to some of the world's wealthiest and most influential people. In part two of this extraordinary series, James and Chris explore the life lessons and success strategies outlined in Chris's latest book, "Four Billionaires and a Parking Attendant."The book is segmented into eight overarching strategies that are crucial for achieving success and fulfillment in life: Be Purposeful, Innovate & Accomplish, Build Bridges, Be Productive, Solve Problems, Be Authentic, Think of Others, and Be Humble. Through autobiographical examples, Chris paints a vivid picture of working with some of the biggest names in finance and politics, such as David Rubenstein, Bill Conway, and Daniel A. D'Aniello of the Carlyle Group, Orlando Bravo of Thoma Bravo, former Governor of Ohio John Kasich, and Arthur Levitt, former Chairman of the SEC.Whether it's navigating the world of high-stakes private equity or working on Capitol Hill, the wisdom Chris has gleaned is universally applicable. The episode concludes with a stirring performance of Duke Ellington's "Take the A Train," connecting the dots between the joy of whistling and the fulfillment of a life well-lived. Don't miss this episode that not only provides a blueprint for creating a life of wealth, health, and happiness but also encapsulates the multifaceted nature of success.-----------What do YOU think of the show? Head to JamesAltucherShow.com/listeners and fill out a short survey that will help us better tailor the podcast to our audience!Are you interested in getting direct answers from James about your question on a podcast? Go to JamesAltucherShow.com/AskAltucher and send in your questions to be answered on the air!------------Visit Notepd.com to read our idea lists & sign up to create your own!My new book, Skip the Line, is out! Make sure you get a copy wherever books are sold!Join the You Should Run for President 2.0 Facebook Group, where we discuss why you should run for President.I write about all my podcasts! Check out the full post and learn what I learned at jamesaltucher.com/podcast.------------Thank you so much for listening! If you like this episode, please rate, review, and subscribe  to "The James Altucher Show" wherever you get your podcasts: Apple PodcastsStitcheriHeart RadioSpotifyFollow me on Social Media:YouTubeTwitterFacebook ------------What do YOU think of the show? Head to JamesAltucherShow.com/listeners and fill out a short survey that will help us better tailor the podcast to our audience!Are you interested in getting direct answers from James about your question on a podcast? Go to JamesAltucherShow.com/AskAltucher and send in your questions to be answered on the air!------------Visit Notepd.com to read our idea lists & sign up to create your own!My new book, Skip the Line, is out! Make sure you get a copy wherever books are sold!Join the You Should Run for President 2.0 Facebook Group, where we discuss why you should run for President.I write about all my podcasts! Check out the full post and learn what I learned at jamesaltuchershow.com------------Thank you so much for listening! If you like this episode, please rate, review, and subscribe to "The James Altucher Show" wherever you get your podcasts: Apple PodcastsiHeart RadioSpotifyFollow me on social media:YouTubeTwitterFacebookLinkedIn

In the Season One finale of Thoma Bravo's Behind The Deal, Thoma Bravo Partner Andrew Almeida connects with Thoma Bravo Founder and Managing Partner Orlando Bravo who shares his stories of success and trial and error in building Thoma Bravo. In the interview, Andrew helps listeners get to know Orlando beyond the dealmaking, as he shares inspiring stories about his mentors Carl Thoma and Marcel Bernard, tactics for staying positive and pragmatic in the face of problems, and how he applies the lessons from being a parent to his professional career.

Orlando Bravo is a Founder and Managing Partner of Thoma Bravo. He led Thoma Bravo's early entry into software buyouts and built the firm into one of the top private equity firms in the world.  Tobi Lütke is the CEO and Co-Founder of Shopify, the powerhouse company allowing anyone to start and grow their e-commerce business. Dara Khosrowshahi is the CEO of Uber, where he has managed the company's business in more than 70 countries around the world since 2017. Parker Conrad is the Founder & CEO @ Rippling, the company that lets you easily manage your employees' payroll, benefits, expenses, devices, apps & more—in one place. Jamie Siminoff is the Founder and Chief Inventor @ Ring, with Ring Jamie, created the world's first Wi-Fi video doorbell while working in his garage in 2011. The company sold to Amazon for $1BN. Martín Escobari is Co-President, Managing Director and Head of General Atlantic's business in Latin America. Martín is Chairman of the firm's Investment Committee and also serves on the Management and Portfolio Committees. Ariel Cohen is the Co-Founder and CEO @ Navan (formerly TripActions), the #1 travel management super-app used by over 8,000 companies. Tarek Mansour is the Founder and CEO @ Kalshi, the first regulated exchange where you can trade directly on the outcome of events. Brian Armstrong is the Co-Founder and CEO @ Coinbase, the easiest place to buy and sell cryptocurrency. Over the last 10 years, Brian has led Coinbase to today, a public company with over 3,500 employees and revenues of over $7.5BN in 2021. Question of the Day: What are the world's tech leaders running from?

Today's sponsored insight is a special podcast drop from our friends at Thoma Bravo. If you liked the episode with Orlando Bravo on Capital Allocators or Scott Crabill's discussion of RealPage on Private Equity Deals, Season 1, you're going to love this. Thoma Bravo has launched a new podcast called Behind the Deal, which takes you behind the scenes of one of the largest software investors in the world. It's an insider's view of Private Equity Deals – offering a first-person account from the deal leads and CEOs about the firm's deals, innovation, and growth of its portfolio companies. This episode discusses SailPoint, an identity management company that led to Thoma Bravo's first IPO. The business thrived in the public markets, and then Thoma Bravo took it private for a second turn of ownership. If you invest with Thoma Bravo, are looking to invest, or have any inkling to learn about what's inside their activity, Behind the Deal is a must listen. Head to www.thomabravo.com/behindthedeal for information on the podcast, show notes, and more. You can follow Thoma Bravo at: https://www.linkedin.com/company/thoma-bravo https://twitter.com/thomabravo Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership 

"a difficult time in this market" -- can make for some interesting opportunities. Deirdre looks at a few possible buyout targets within software, based off the reported deal that Silverlake is trying to make for Qualtrics. But could others be coming, and at what prices? Also some quick analysis from Orlando Bravo. 

We break down the action as stocks gained throughout the session. Vital Knowledge's Adam Crisafulli and Northwestern Mutual's Brent Schutte give their market outlook. Our Steve Liesman brings us the latest from Richmond Fed President Thomas Barkin. Thoma Bravo's Orlando Bravo on the state of software and why more firms are going private. Jason Furman defends his op-ed calling for the Fed to go faster and further and MSA Capital's Ben Harburg breaks down what he expects from this weekend's NPC in Beijing.

Orlando Bravo is a Founder and Managing Partner of Thoma Bravo. He led Thoma Bravo's early entry into software buyouts and built the firm into one of the top private equity firms in the world. Today, Orlando directs the firm's strategy and investment decisions. Orlando has overseen over 420 software acquisitions conducted by the firm, representing more than $235 billion in transaction value. Forbes named him "Wall Street's best dealmaker" in 2019, and he was dubbed "Private equity's king of SaaS" by the Financial Times in 2021. In Today's Episode with Orlando Bravo We Discuss: 1.) From Puerto Rico Roots to Wall Street's Best Dealmaker: How did Orlando come to co-found Thoma Bravo? What was that a-ha moment for him? Orlando mentioned 2 mentors that shaped how he thinks, who were they? What are his single biggest lessons from those mentors? What does Orlando know now that he wishes he had known when he started his career? Why does Orlando disagree with setting timelines in life? Why does it not help? 2.) The Secret to Success in Value Investing: What is good value investing today? What is it not? What three things does Orlando look for when doing a deal and acquiring a company? Why is every company in the world worth its future cash flows? How important is price today? How does Orlando reflect on his own price sensitivity? Many suggest Coupa and Anaplan were extremely expensive. How does Orlando respond and defend the prices he paid for companies in 2020-2022? 3.) WTF is Happening In Markets Today: How does Orlando reflect on where the market is today? Is this the new normal? How does Orlando expect the market to change over the next 12 months? Why does Orlando believe that the best companies win in the worst times? Is this the result of quantitative easing on behalf of central banks? Who is to blame? How does Orlando balance the mindset of his team between risk on and taking advantage of lower prices in market but also not catching a falling knife? 4.) Orlando Bravo: The Leader, Father and Husband: What is Orlando's biggest fear in investing? How has this changed over time? How does Orlando reflect on his own relationship to money today? How has that changed? What are Orlando's biggest parenting lessons from his mother? Why does Orlando believe that for most people, their late twenties are their toughest? How does Orlando instill the same drive and ambition in his children that he had, despite very different financial profiles growing up? How does Orlando maintain being at the top of his game in his profession but also being a great husband? What is the secret to a happy marriage? Items Mentioned in Today's Episode: Orlando's Fave Book: The Power of Now: A Guide to Spiritual Enlightenment

Orlando Bravo is a Founder and Managing Partner of Thoma Bravo, a private equity firm focused on software and technology companies with over $78 billion in assets under management. Among his many accolades, Forbes named Orlando “Wall Street's best dealmaker” in 2019. Our conversation covers Orlando's background, early investment lessons, and approach around management, analytics, and collaborative culture. We then turn to the Thoma Bravo's investment philosophy, team structure, work with portfolio companies, exit strategy, and future. We close with Orlando's thoughts on SPACs, valuations, and philanthropy. Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership 

“Pay Attention to the Yield”. That's the mantra of a veteran market watcher who says investment strategies needs to change along with this market. Plus, why Orlando Bravo says growth at all cost is over. And, Tim Seymour defends his stock draft picks Paypal and DoorDash and gives one more name to consider.

Navigating today's digital world is daunting, especially for businesses. There's no shortage of tactics to leverage–emails, blogs, videos, webinars, podcasts, ads–and a seemingly endless supply of apps and platforms to execute those initiatives. So, how do you break through the noise and get your company noticed? For Cory Hogan, CRO of Lob, the key is revenue leadership. Whether you're helping build a community for your employees or offering potential customers a personalized ad experience, your job as a leader is to meet people where they are. And taking a unique approach might just help push your brand over the top.In this episode of The Modern CFO, Cory explains how Lob is connecting the digital world with the physical one, what it takes to provide the right environment for hybrid employees, and the strategy of today's CROs.Show Links Check out Lob Connect with P. Cory Hogan on LinkedIn Check out Nth Round Connect with Andrew Seski on LinkedIn Key Takeaways7:15 – Cultivating an entrepreneurial, organizational spiritThe ambition and motivation that comes with being an entrepreneur have been a part of Cory's DNA since childhood.“I can't take too much credit again for any of that success. Right place, right time is definitely a theme in my career. I think there's a lot of people who are both harder working and smarter than I am and have, or have not, had those types of events and exits in their own past. I am, to your point though, risk-loving. For better or for worse, I think that appetite and even that desire to go and find increasingly risky but exciting opportunities has just always driven me. Whether that was like, ‘Hey, I'm going to start this little company. I don't know the first thing about what I'm doing here, but this sounds like a really exciting opportunity.' The ambition that comes with it; the motivation has always just been part of my DNA. I can tell you childhood stories of going around town and picking up rocks, throwing them in my wagon, and selling them door to door believing that somebody would buy them. That level of entrepreneurship and ownership and accountability that comes with the risk side has just always been part of who I am.”9:17 – Making the most of your ad spendAt Lob, the goal is to connect the digital world with the physical one through a tech-first approach to marketing.“Our mission, at the highest level, is to connect the world one mailbox at a time. The premise is in the digital world the most powerful connections can be found human to human or on the physical side, even within the mailbox. Both modern marketers and their audiences, are getting saturated with the ubiquitous, expensive digital ads that are out there. Our phones, our searches, our inboxes, they're all full of ads to which most of us are increasingly numb and oblivious in spite of some really serious and significant investments behind them. I think all of these modern marketing methods will continue to evolve, but Lob is finding surprising success as we bring in this tech-first, digital approach to the direct mail category, which is a $75 billion [industry] that is not going to go away anytime soon, in spite of what might happen in the macro-environment. Effectively, we're replacing what we call junk mail with intelligent mail. Think of highly-personalized content arriving at your home at the perfect moment. You have no choice but to actually open the mailbox, whether you want to or not, and look at all of those pieces and give them at least a couple seconds of thought, which is more than a lot of the messages that come in our inbox.”10:45 – Personalize your marketingPersonalized, timely, and physical marketing tools get your customers' attention, and Lob's clients have seen on average 19-times better returns than some other digital-only marketing methods.“We work with a large, leading retailer on what we would consider an ‘abandoned cart' campaign, similar to what you might see, or not see, in your inbox–Leave an item unpurchased in your e-commerce shopping cart, then tomorrow, here's this beautiful, personalized piece [of mail] in your mailbox. ‘Hey Andrew, we see you were interested in this particular patio set yesterday. There are three others just like it.' You scan this QR code, go hit a personalized landing page with the discount and some other options available we've curated just for you. And that level of a personalized, timely, extremely relevant message, it really gets attention. It gets results. And without technology and the Lob approach, it would have been aspirational but extremely difficult to pull off when you think about all of the content and the fulfillment that's required for that type of a use case, but it works. So customers are seeing on average 19x better returns than some of these other digital-only marketing methods. And today, Lob reaches one in two households.”13:18 – The strategy of a modern CROThe modern CRO must learn how to master both the art and the science of a revenue system in order to get the best results.“The modern CRO, to your point, is more than just a glorified VP of Sales. The modern revenue team includes all of those customer-facing motions, both sales, service, marketing–the entirety of the customer experience. That's where a lot of my background has been in that customer experience space. So, it's really about revenue leadership. That includes things like customer segmentation, the value proposition, engagement motions, channels coverage, direct versus indirect, organizational and job designs, sizing, deployment, talent and enablement, something we're talking a lot about here recently, metrics, quota, performance rewards like revenue operations, all of that. So I think today the modern CRO needs to master both the art and the science of a revenue system. Strategically and tactically, you have to develop that three-plus-year go-to-market vision and strategy. And then simultaneously jump in the trenches, send that email to close the deal this month or this quarter.”14:30 – Provide the right environmentThe remote/hybrid work model of today makes it difficult to create a cohesive workplace. Leaders must work extra hard to create a safe, creative, and productive environment.“When we talk about the cultural aspect of that, particularly the modern remote/hybrid environment or whatever this is we're all going through right now. I think one theme I'm seeing consistently is that the boundaries–really between professional and personal or work and home–have forever been softened, if not entirely eliminated, destroyed, obliterated, for better or for worse. And I think as leaders, our responsibility is obviously to provide a safe environment, but also one that is collaborative and creative, and of course one that promotes productive work. Zoom has its limits. We've all experienced that just as the office does, too. So I don't think it's one or the other, and the future might even be the metaverse, but I don't think that's today. I think for the next few years, a lot of our success will be found around the edges, like in the hotel lobbies and the coffee shops and the basement offices, occasionally in the corporate office, sometimes on the balcony or the back deck–not to mention the co-working spaces and the conference rooms. I think it's a very shared and flexible and distributed model versus all in or all out of the office.”15:53 – Be proactive and enforce your work-life boundariesWhen you're working from home, it's up to you to create and enforce boundaries between work life and home life.“Individually, that puts more burden on all of us as human beings to create our own boundaries, physically, yes, but also mentally and emotionally. Without clear start and stop times or work and home spaces per se, with everything blurring together, we can work or we can play without forced interruptions and that's not always a good thing. Transitions in my life are almost non-existent. For example, I might finish a very, very intense work negotiation call or something on Zoom, hang up, and then literally be sitting at the dinner table with my family less than one minute later, no transition time whatsoever. Trying very unsuccessfully to be present for my family while that last call obviously still occupies my mind and may take me 30 minutes to wind down to be present for the next moment. I think fundamentally the workforce and the whole workplace thing has, again, modernized and accelerated in the last 24 months. I think that's incredibly positive, but it does require us as leaders and as individuals to make some adjustments. That's more than just better lighting and better backgrounds on our Zoom calls. I think we have to take control of our lives in a new and very proactive way or some of this change may actually control us.”19:24 – Protect your personal lifeYou have to be protective of your personal life, whether that's making time with family, for exercise, or for a hobby.“I have to be very intentional and protective of my time. As much as I love working, and I truly do, I think of it as something of a hobby for better or for worse. I could work day and night and neglect some other responsibilities and duties within my own life. I have to instead be proactive and protect and block out that time, frankly, in my calendar. And whether that's like, ‘Hey, I'm actually going to have lunch today.' I'm going to take 20 minutes and that's all it comes down to. I'm going to get away from the screen and the phone. I'm going to get some food. I'm going to sit outside for a minute, get some fresh air. Or, I'm going to make sure that this weekend, even if work trickles into the weekend, as it often does (and I don't mind), that I'm going to do at least one organized formal or informal activity with my family. That I make sure of above all else, we plan for some of that quality time together. And everybody's cadence and everybody's background is different. I did the same thing for my personal exercise and hobbies too, making sure that I actually blocked that time off. And then I attempt to treat that with the same urgency and prioritization I would give anything else in my life, professionally or personally.”24:45 – The makeup of great growth fundamentalsDon't aspire to grow at any cost. In today's world, you need to aim for profitable growth if you want a sustainable future.“If you think about the deal flow, where those valuations are going, Thoma Bravo is a nice example in the public sector right now, PE obviously is very active, very inquisitive in '22. I think in March they deployed over $17 billion. They bought Anaplan, they lost SailPoint. They increased the position in UserZoom. And if you talk with Orlando Bravo, he'll tell you today's best tech companies, particularly the SaaS companies like our own, have great growth fundamentals. This recurring revenue model is going to continually command probably the best multiples over the long-term versus nearly any all industries. But the big button this year is the market has changed. He and others are looking for not just growth, but profitable growth. So those EBITDA multiples are the ones that are trending up today even when all others seem to be heading down. So at Lob thankfully we're in a very fortunate position. We've been careful, even conservative, with our cash, with our raises, with our valuations. We're not exposed like some others might be right now, so we're going to continue our forward motion, but that will include proper emphasis on profitable growth. I think the days of growth at all costs were probably a little excessive in some cases. And frankly, I welcome a more sustainable future.”32:00 – Tap humility to do whatever is necessary on your teamYou can't always be a leader. Sometimes your best course is to just do your own job and let the leader do their job.“At the job, sometimes everybody wants to be the captain. And I appreciate the aspiration, that's great. We should aspire to whatever gets us going. But the best way to get there sometimes is to just know your job. Know your job and do it really, really well. And rather than trying to tell the captain how to navigate, share opinions and be helpful as necessary. But I think the boat actually has more success, which creates more success for us personally, as we know our jobs individually. And we do them whatever that takes. And I think I've had a good career because I've never been too good for whatever was required on the job. Call it scrappy, call it not having an ego. Certainly not perfect here, but if I needed to do a dirty job in those construction days, and that meant as the owner of this company, I'd have to go and sweep the job sites because no other contractor or team member did that. I'd go straight to the job sites, whatever it took to help us be successful. Do your job, do it well. It has worked really well for me.”

hree Things I Learned In Saas, Sports, Tech and Live Events 1. If you want to finish first, first you have to finish. Saw this on F1's Drive to Survive and it rings true in business. Recession and inflation are the words of the week with all kinds of doomsdayers out and about. They may be wrong and they may be right. Doesn't matter. If we knew that answer, we'd be on somewhere on a beach earning 20% right now. Orlando Bravo, founder of much loved and similarly reviled private equity fund Thoma Bravo shared how businesses many businesses getting flogged in the public and private markets haven't changed at their core, just the valuations have. He's right. As usual. Chasing growth is as tempting as it gets. Trust me. It's a constant pressure from your board and investors. Finishing first is the goal so of course we have to push the limits. Just don't do anything stupid to wreck the car. Even if you see others succeeding doing so (albeit incredibly rarely). Gotta finish - as we've covered here before. 2. Avoid the friends who are only your friends if they think they're better than or above you. And know they're out there. My 6th grade son learned this the hard way in a tournament last week when he took a late lead against his 8th grade "friend" deep in the playoffs. The behavior from there showed him their friendship wasn't what he thought it was. It was hard to watch. Tears from "losing a friend" are more than any match. In our careers, we will have bosses, mentors and co-workers we care about. Sometimes, they'll be so nice to us if we're "below" them and will be the first to turn on us if that perception changes. Then, some can get pretty nasty. It's part of the game. Find the good ones and be thankful for them while being prepared for the Succession treatment. 3. History doesn't repeat itself. Humans do. One of Voltaire's most famous quotes comes to mind as we've had some market turmoil. Free cash flow is the "new" buzzword - which is hilarious as it is about as old a discipline as there is in business. And I can tell ya'll from experience, the early stage VCs weren't asking a thing about cash- it's all growth and fit all the time. It's up to you to know when to flip that switch. We argued constantly when our board member never wanted us to have more than 11 months of burn in the early years and I wouldn't go below 18. Just wasn't a need at the time. Reminder: Growing a strong business is an outlier. It ain't just the moonshots that are that far out on the standard curve.

Interesting comments from Orlando Bravo.  E&C name that I really like!

Our anchors begin today's show covering Snap CEO Evan Spiegel warning that the social media giant will miss its Q2 targets for revenue and adjusted earnings. Then, CNBC's Mike Santoli joins for a closer look at select sectors within tech, and Verge Editor-in-Chief Nilay Patel circles back to the fallout from Snap's announcement. Next, Thoma Bravo Co-Founder and Managing Partner Orlando Bravo weighs in on the overall state of M&A, and our Julia Boorstin covers comments from CNBC parent Comcast surrounding reports about the company's meeting with video game maker Electronic Arts. Later, Platformer News Founder Casey Newton shares his perspective on Snap's guidance, and CNBC's Kristina Partsinevelos breaks down e-commerce and Chinese tech stocks dragging lower to start the morning.

After decades of experience working with software companies, Thoma Bravo, a private equity firm with over $100 billion in assets under management, announced its plans to move into crypto last fall.  In this episode of The Scoop, Thoma Bravo founder of Orlando Bravo unpacked the similarities between early software companies and today's crypto landscape, and discussed the thought process behind Thoma Bravo's decision to begin investing in the crypto ecosystem. As Bravo shared during the interview: “At Thoma Bravo, the way to think about how we make strategic decisions is actually quite simple: we're very ‘micro.' We focus on what are the best deals that are right in front of us that fit our strategy. Our strategy, if you had to define it very briefly, would be: how do you turn great innovators into great companies, and how do you do that while working and empowering existing management teams?” While Bravo cited many similarities between the software industry from the early 2000s and the crypto industry today, he also thinks crypto companies have an edge. Crypto companies have “better business models,” Bravo notes. "You can build a huge business here with very little capital.” Indeed, Thoma Bravo isn't the only private equity firm from traditional finance to recognize the fact that crypto founders have unique needs. Sequoia Capital and Bain Capital have recently launched their own crypto-specific funds catered toward crypto-native founders. Episode 28 of Season 4 of The Scoop was recorded remotely with The Block's Frank Chaparro and Greg Lim, Company Intelligence Research Director, and Orlando Bravo, founder and managing partner at Thoma Bravo. Listen below, and subscribe to The Scoop on Apple, Spotify, Google Podcasts, Stitcher or wherever you listen to podcasts. Email feedback and revision requests to podcast@theblockcrypto.com. This episode is brought to you by our sponsors Fireblocks, Coinbase Prime & Cross River Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks enables exchanges, lending desks, custodians, banks, trading desks, and hedge funds to securely scale digital asset operations through the Fireblocks Network and MPC-based Wallet Infrastructure. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit www.fireblocks.com. About Coinbase Prime Coinbase Prime is an integrated solution that provides institutional investors with an advanced trading platform, secure custody, and prime services to manage all their crypto assets in one place. Coinbase Prime fully integrates crypto trading and custody on a single platform, and gives clients the best all-in pricing in their network using their proprietary Smart Order Router and algorithmic execution. For more information, visit www.coinbase.com/prime. About Cross River Cross River is powering today's most innovative crypto companies, with banking and payments solutions you can rely on, including fiat on/off ramp solutions. Whether you are a crypto exchange, NFT marketplace, or wallet, Cross River's API-based, all-in-one platform enables banking as a service, ACH & wire transfers, push-to-card disbursements, real-time payments, and virtual accounts and subledgers. Request your fiat on/off ramp solution now at crossriver.com/crypto.

Our anchors begin today's show breaking down Berkshire Hathaway becoming HP's largest shareholder with CNBC's Mike Santoli, and Satori Fund Founder Dan Niles looks at tech investment opportunities in today's market. Then, Thoma Bravo Co-Founder Orlando Bravo discusses the private equity firm's latest ventures, his thoughts on the future of Bitcoin and more. Next, Former Reddit CEO Ellen Pao offers her insight on Twitter's content moderation in light of Elon Musk joining the social media platform's board, and our Jon Fortt recaps his recent interview with tax software maker Avalara CEO Scott McFarlane. Later, our Deirdre Bosa shares highlights from her conversation with Binance CEO Changpeng Zhao on digital currency and fee compression for crypto exchanges.

The incredible story of Orlando Bravo's journey from a tuna fishing village in Puerto Rico to the most successful private equity investor in the world, is one of incredibly hard work and a fierce determination to succeed.  When Orlando's childhood dream of becoming a professional tennis player ended, he went to Brown on a tennis scholarship, was terrified he wouldn't succeed, graduated Phi Beta Kappa in the top 2% of his class, and later earned a JD / MBA from Stanford. After not being offered a summer internship position at a prestigious private equity firm and graduating from Stanford without a job, Orlando made 100 cold calls to potential employers, one of whom was Carl Thoma who is considered one of the founders and pioneers of private equity.  It was here that Orlando put himself on the map.  After making a series of poor acquisitions of technology companies that survived the dot.com bust in 2010-2011, he pivoted and began investing in software companies.  His first deal was the acquisition of Prophet 21, a product distribution software provider based in San Diego where he worked for five days in the garage of the company's founder before going forward with the deal.  The investment made a 4x return and earned Orlando a seat at the table, and by the age of 30 Orlando became a partner in the firm.  Since its founding, Thomas Bravo has completed more than 350 acquisitions worth nearly $155 billion, and presently oversees a portfolio of 50 software companies that generate $21 billion in annual revenue and employs more than 72,000 people around the world. In this inspirational episode, Randall and Orlando discuss Orlando's journey from tennis to higher education, why he focuses on investing in well-established software companies instead of startups, the importance of learning from investment mistakes and other failures, and why he believes the next generation is always better than the previous one.Topics Include: - Lessons about work ethic learned from his parents and grandfather- How “soft landings” and limiting pressure can build environments where people thrive- Why Orlando prefers cold calling to introductions- How the dot-com bubble influenced his investment strategy - The story of the Profit 21 acquisition- How he made a $9 billion profit in 18 months by buying and selling Ellie Mae- How to attract and retain top talent- The place cryptocurrency in our society- The value of preparation- Mentorship- The importance of philanthropy and his incredible efforts after Hurricane Maria, and what he's doing to help Puerto Rico and young entrepreneurs there- And other topics… ​​Orlando Bravo is the Founder and Managing Partner of Thoma Bravo, a private equity firm with a focus on software and technology that has been rated the top-performing private equity firm in the world.  Orlando is an incredibly generous philanthropist and serves as the Founder and Chairman of the Bravo Family Foundation whose mission is to provide access and opportunities to young adults in Puerto Rico.  He has committed over $100 million to the Foundation's Rising Entrepreneurs Program (REP), a program that promotes entrepreneurship in Puerto Rico.  Resources Mentioned: Memos from the Chairman by Alan Greenberg: https://www.amazon.com/Memos-Chairman-Alan-C-Greenberg/dp/1523501324Want to Connect? Reach out to us online!Website – https://insearchofexcellencepodcast.comInstagram – https://www.instagram.com/randallkaplan/LinkedIn – https://www.linkedin.com/in/randall-kaplan-05858340/

Orlando Bravo is a Puerto Rican billionaire businessman. He is the co-founder and managing partner of Thoma Bravo, a private equity investment firm that specializes in software and technology-enabled services sectors. The 2019 Forbes 400 listed Bravo as the first Puerto Rican-born billionaire.Orlando Bravo is a Founder and Managing Partner of Thoma Bravo. He led Thoma Bravo's early entry into software buyouts and built the firm into one of the top private equity firms in the world. Today, Orlando directs the firm's strategy and investment decisions in accordance with its principles of partnership, innovation, and performance.—————————————————————— Watch this video on YouTube: https://www.youtube.com/c/SALTTube/videosFor podcast transcripts and show notes, visit https://www.salt.org/talks/aboutModerated by Anthony Scaramucci. Developed, created and produced by SALT Venture Group, LLC.#SALT #SALTTalks 

My guest today is Orlando Bravo, co-founder and Managing Partner of leading private equity firm, Thoma Bravo. Thoma Bravo manages over $90bn of assets and is best known for investing in software and technology businesses. It was Orlando who led the firm's early entry into software buyouts some twenty years ago, and he has overseen more than 350 software acquisitions since. There are few, if any, people better placed to discuss private equity and software investing. Please enjoy this excellent discussion with Orlando Bravo.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   -----   This episode is brought to you by Tegus. Tegus has built the most extensive primary information platform available for investors. With Tegus, you can learn everything you'd want to know about a company in an on-demand digital platform. Investors share their expert calls, allowing others to instantly access more than 20,000 calls on Affirm, Teladoc, Roblox, or almost any company of interest. All you have to do is log in. Visit tegus.co/patrick to learn more.   ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.    Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @patrick_oshag | @JoinColossus   Show Notes [00:02:36] - [First question] - His belief about an opportunity/capital mismatch in private equity [00:04:26] - Adjusting his own approach to take advantage of seemingly niche opportunities [00:06:13] - Differences between software businesses they invest in versus traditional ones [00:08:25] - Outline of how he runs their four-hour portfolio meetings [00:09:53] - Overview of the very first deal he ever made in the software sector [00:14:01] - The dissonance between the average SaaS company and the ones they try to manage [00:18:22] - Major contributors that allow for their higher margins [00:20:16] - Common mistakes of companies that mis-invest capital for growth only [00:22:28] - Defining what market leader means writ large [00:23:45] - Why the subsector of cyber security is such a good opportunity set [00:26:25] - The evolving nature of the private equity world in general [00:28:41] - Where returns will come from going forward [00:31:47] - How good the opportunity for returns in this style of investing today is [00:35:32] - Lessons learned on knowing when to exit or sell a position [00:37:59] - How short their holding periods can be and how much influence they can have in such a short time [00:40:04] - Surprising things about deal-making that he's learned over his career [00:41:20] - Difficulties and points of frictions in deals that still exist for him today [00:43:11] - What part of the deal-making process he loves the most [00:44:30] - If your job title has a C in it you're not allowed to complain about it [00:46:27] - Deeply held beliefs about operating excellence [00:47:33] - What the word service means to him given everything we've talked about  [00:50:27] - How we do a better job of inviting talent into this space [00:52:51] - How decentralization will define the 2020s and beyond [00:55:48] - What is most interesting about Web3 that might affect cyber security [00:57:42] - Where there is a lack in innovation in private equity today [01:00:45] - Advice for young talent for building their careers [01:03:16] - The kindest thing that anyone has ever done for him

Orlando Bravo, co - founder of private equity firm Thoma Bravo, on investing opportunities in tech, the future of cryptocurrency, and why now is the best time to invest in enterprise software.

Matt Brown, CEO of CAIS, discusses his Milken panel “Democratizing Finance for the Next Generation." Orlando Bravo, Founder and Managing Partner at Thoma Bravo, talks about investment and regulation for SPACS. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Venture Capital Reporter Sarah McBride share the details of Sarah's Businessweek Magazine story What a Brain Scan Reveals About the Science of Persuasion. AMC Entertainment CEO Adam Aron discusses his company's stock getting caught up in the meme stock frenzy. Joanna Reiss, Co-Lead of Impact Investing at Apollo Global Management, talks about the differences between impact and ESG investing. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Matt Brown, CEO of CAIS, discusses his Milken panel “Democratizing Finance for the Next Generation." Orlando Bravo, Founder and Managing Partner at Thoma Bravo, talks about investment and regulation for SPACS. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Venture Capital Reporter Sarah McBride share the details of Sarah's Businessweek Magazine story What a Brain Scan Reveals About the Science of Persuasion. AMC Entertainment CEO Adam Aron discusses his company's stock getting caught up in the meme stock frenzy. Joanna Reiss, Co-Lead of Impact Investing at Apollo Global Management, talks about the differences between impact and ESG investing. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Orlando Bravo is a Founder and Managing Partner of Thoma Bravo, a private equity firm focused on software and technology companies with over $78 billion in assets under management. Among his many accolades, Forbes named Orlando “Wall Street's best dealmaker” in 2019. Our conversation covers Orlando's background, early investment lessons, and approach around management, analytics, and collaborative culture. We then turn to the Thoma Bravo's investment philosophy, team structure, work with portfolio companies, exit strategy, and future. We close with Orlando's thoughts on SPACs, valuations, and philanthropy. Learn More Subscribe: Apple | Spotify | Google Follow Ted on Twitter at @tseides or LinkedIn Subscribe Monthly Mailing List Read the Transcript

Orlando Bravo is is a Founder and Managing Partner of Thoma Bravo. He led Thoma Bravo's early entry into software buyouts and built the firm into one of the top private equity firms in the world. Today, Orlando directs the firm's strategy and investment decisions in accordance with its principles of partnership, innovation, and performance. Orlando has overseen over 300 software acquisitions conducted by the firm, representing more than $85 billion in transaction value. Forbes named him “Wall Street's best dealmaker” in 2019, and he was part of Thomson Reuters “Eight Buyout Pros to Watch” in 2009. Orlando was born in Mayaguez, Puerto Rico. He graduated Phi Beta Kappa with a bachelor's degree in economics and political science from Brown University in 1992 and earned a JD from Stanford Law School and an MBA from the Stanford Graduate School of Business in 1998. He is the Founder and Chairman of the Bravo Family Foundation, the mission of which is to provide access and opportunities to young adults in Puerto Rico. Orlando directs the organization's various programs and initiatives to promote entrepreneurship, community-based leadership and economic development in Puerto Rico. After Hurricane Maria hit Puerto Rico in 2017, he spearheaded a humanitarian mission to remote communities on the island. In 2019, Orlando committed $100 million to the Foundation's Rising Entrepreneurs Program (REP) with the goal of fostering entrepreneurship in Puerto Rico. Orlando is a Member of the Board of Trustees of the Corporation of Brown University.  Read more about Orlando in this Forbes 2019 article. Follow Orlando on Twitter @OrlandoBravoTB and LinkedIn Verónica Tora Arana is born and raised in San Juan, Puerto Rico, She is the first woman Olympic Rower for Puerto Rico. She graduated from MIT in 2016, where she studied Biological Engineering and started rowing. Currently, she is an MD student at the Stanford University School of Medicine. She is a part of the Cardiovascular Biomechanics Computation Lab at Stanford, where she researches Pulmonary Valve Replacement Outcomes in children with Tetralogy of Fallot. She hopes to become a Pediatric Cardiothoracic Surgeon and help to serve this patient population on the island. She began competing as the Woman Single sculler for Puerto Rico in 2014. She is named Rowing athlete of the year for Puerto Rico in 2014, 2015, 2016, 2018, and 2019. In 2019, I made it to the A Final at the Pan-American Games. She has trained in the boathouse featured in The Boys in the Boat: Nine Americans and Their Epic Quest for Gold at the 1936 Berlin Olympics. On March 5, 2021 at the Lagõa de Freitas in Rio de Janeiro, Brazil, she became Puerto Rico's first woman Olympic rower. She aims to convey: YES WE CAN, as women and as Puerto Ricans. Follow Verónica on LinkedIn and Instagram. Help Verónica's GoFundMe on her way to the Olympics2021

After an extremely challenging year, how will the alternatives industry evolve? How will the private equity shake-up play out? What will 2021 bring, and how can we improve performance in the future. Listen to Bill Stone, Stephen Liesman, David M. Rubenstein, Orlando Bravo, and Sam Zell in this keynote closing conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020. Learn more: https://www.intralinks.com/products/alternative-investments

“There were a lot of hedge fund blogs out there saying software is going to get destroyed. … And guess what happened? Our recurring revenue stream was really nearly untouched in a pandemic. Corporate customers paid their subscription software revenue, but they didn't pay rent. It was more stable than real estate.” To this day, Orlando Bravo would rather have played Wimbledon than become the first Puerto Rican-born billionaire. As a teen, he was a top-40 junior player; as an adult, Bravo eventually co-founded Thoma Bravo, a private equity firm specializing exclusively on software deals. Forbes recently called him “Wall Street's best dealmaker.” He may also be one of its most generous: In the aftermath of Hurricane Maria, Bravo chartered planes to Puerto Rico carrying $10,000,000 in essential goods and committed an additional $100,000,000 to foster entrepreneurship and economic development on the island. As he tells Mike, “After the hurricane in Puerto Rico … that was my personal moment in philanthropy where I understood for the first time that if I didn't do anything about it, nobody else was going to.”

A oscuras la pobreza... A 29 centavos el kilovatio hora, ¿quién puede pagar eso? ¿Cuántos pensionados podrán pagar el alza en la luz? ¿Algún político ha analizado el impacto? Hoy hablamos de la pobreza energética. Además, se confirma lo que hemos venido anticipando por meses, que cada vez que termina un semestre más familias abandonan el país. Departamento de Educación confirma termina año escolar con 90,000 estudiantes menos. Pero siempre hay puertorriqueños que nos llenan de orgullo ante tanta penuria. Rita Moreno, Orlando Bravo y Ángel Ortiz Uceda nos demuestran que este es un pueblo de gente brava. Esto, y noticias de tecnología e internacionales las analizamos hoy En Blanco y Negro con Sandra, por la Red Informativa de Puerto Rico y las 8 emisoras: Cumbre 1470 AM - Orocovis y toda la zona de la montaña en el centro de la isla. 106.3 FM - Orocovis y toda la zona de la montaña en el centro de la isla. Éxitos 1530 AM - Utuado (Adjuntas, Jayuya, Arecibo, Ciales) X-61 610 AM - Patillas y toda la zona sureste 94.3 FM - Patillas y toda la zona sureste El 1480 AM - Fajardo y toda la zona este y noreste del país WYAC 930 AM - Cabo Rojo-Mayagüez y la zona oeste WIAC 740 AM - San Juan y la zona metropolitana --- Support this podcast: https://anchor.fm/sandrarodriguezcotto/support