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> all he had to give his limited partners was some highly illiquid stock.

Why would these people spit on a stock that's throwing off nice dividends?

> a company that became very successful, but never got bought or went public?

Option 3: Stay private, finish growing, throw off fat dividends until the cash cow dies.

What's the problem?



Because liquidity is valuable and cash cows don't live forever. VCs and aggressive investors are looking for big returns, not cash thrown off. If does make me wonder if a VC or angel fund could solicit patient capital, like from a pension fund or life insurance, that would be content with owning dividend-rich stock. That's an area as unexploited as YC's niche was three years ago.


> are looking for bug returns, not cash thrown off

You can get huge returns from a profitable private company out of owners equity withdrawals over a short period. If the business is not capital intensive there's no real reason to go public, growth market or not.

I see nothing wrong with focusing on the "flip" if the business fundamentally needs a lot of capital or a big parent company. But nobody ever even mentions dividends or buybacks at private valuations. It indicates to me that people are most focussed on taking advantage of a possibly irrational market rather than building real businesses.




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