Dan Rasmussen

@verdadcap

I am the founder and CIO of Verdad Advisers and author of The Humble Investor. Views are my own. Join our email list: eepurl.com/dibK3L

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Dan Rasmussen
@verdadcap
Dec 9, 2024
Very excited to announce that my new book The Humble Investor is available for pre-order! See below for links to bookstores...
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Dan Rasmussen
@verdadcap
Sep 6
The 2010-2017 period taught PE investors to unlearn the great lessons of the financial crisis about the importance of valuation discipline. The wisdom of purchase price discipline is being painfully relearned.
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Dan Rasmussen
@verdadcap
Sep 6
" The more likely near-term path is a prolonged period of constrained liquidity and returns below historical norms rather than a disorderly unwind. However, the risk becomes more acute when zombie dynamics layer on top of broader financial dislocation... at which point the quiet
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Dan Rasmussen
@verdadcap
Aug 10
Private Equity Is Stuck With 33,575 Unsold Businesses nytimes.com/2026/08/10/bus… via @nytimes
Private Equity Is Stuck With 33,575 Unsold Businesses
From nytimes.com
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Dan Rasmussen
@verdadcap
Jul 22
Private-Equity Assets Stuck in ‘Zombie Funds’ Are at a Record High
Private-Equity Assets Stuck in ‘Zombie Funds’ Are at a Record High
From wsj.com
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