Bain's Stephen Pagliuca: Investors Need to Be Cautious

The video discusses how a private equity firm is adapting to a tepid economy by resizing its funds and proceeding with caution. It explains the firm's strategy to avoid overvalued companies and instead focus on growth opportunities in flat markets. A case study of Canada Goose illustrates how partnering with management and leveraging high-quality products can lead to significant growth.

In what ways does the speaker suggest that companies can grow in a flat market?

What example does the speaker provide to illustrate a successful investment opportunity?