20VC: Thoma Bravo's Orlando Bravo on Why Now is The New Normal, Why Every Company in the World is Worth its Future Cashflows, The Three Core Elements Thoma Bravo Need to See in Any Potential Deal & Orlando's Relationship to Risk, Wealth and Parenting
This podcast episode provides insightful perspectives from Orlando Bravo, founder of Thoma Bravo, on successful investing, leadership, overcoming challenges, and navigating economic uncertainties. It explores key traits and lessons learned from his mentors, the importance of value investing and collaboration with management teams, the role of market leaders and strategic buyers in private equity, and the challenges in balancing career and personal life. Orlando emphasizes the significance of being present in the moment, avoiding stagnation, and focusing on happiness rather than material success. He addresses the challenges faced by children growing up in wealthy families and the impact of supporting their dreams. The episode also includes discussions on maintaining a fulfilling marriage while pursuing a demanding career, investing in unpredictable markets, and the complexities of philanthropy.
