low growth companies
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Feb 5, 2026 by Rory O'Driscoll · across every show →
Everything said about low growth companies, oldest first
Feb 5, 2026 neutral
O'Driscoll: Tech valuation multiple dispersion hasn't been this wide since 1999
“You now have a world where the low growth companies are at three X and the high growth companies are at a 50 X or a hundred X, right? The dispersion for growth has, and perceived future has accelerated, I would argue to a point that we very rarely see, right? …”