This is an old-school article about an old-school topic. The theme is fairly simple – can youthful enthusiasm for money and fame raise flags for investors at potential inflection points?

Duh answers one, but obviously, it remains only another sniff taste an investor should consider as a sign of “Where am I in an investment cycle?”

And:

“According to Harvard, 22 percent of the most recent class of MBAs went into either private equity, venture capital, or leveraged buyouts; this proportion represents a steady increase since 2016, when it was just 13 percent.”

This tidbit from 2021 is part of the scary gaggle of “higher deal multiples and leverage ratios employed” than 2007.

Simply being careful is a theme at CSC.