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October 31, 2026
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Our investors cancelled site tour trip from asia due to the fear of virus. It is surprising how people are causious about a virus with 2% lethality rate and delay the deal process. I’m pretty sure it will affect to new deal flows as well
The 2% is small, but I think it was less of a concern when it infected a few people. When talking about absolute numbers, if this thing infects 1M people a 2% mortality rate is still 20K dead. Not nothing. But I agree, people are being very cautious.
why risk the 2 percent
Tough times if you are working on consumer...
We still haven't seen the full effects of the virus; getting worse and worse
Impact will be negative can confirm.
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People tend to avoid meetings/big gathering. Corporates have reduced the large exec level meetings with people flying across the world to meet because you'd have people coming from Asia + you are putting all talent in the same room which from a risk management perspective is not ideal...
Bump. Looks like the stock market caught something...
Just add 2% to your WACC
Do you all think this will head to reductions in headcount?
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