July 10, 2026

Paul Wilson Strawman.com Interview

Bailador Co-Founder and Managing Partner Paul Wilson recently spoke with Strawman.com about Bailador's valuation proposition. Paul covers some really interesting topics including

• Cheque sizes and hold periods
• What's happening with the SaaSpocalypse and are all Saas businesses equal (spoiler - they're not!)
• What businesses can best harness AI
• What we look for when we make new investments
• Bailador's track record of realising investments above carrying value
• Bailador's discount to NTA
• The Bailador dividend policy
• The power of being disciplined investors