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Russell 2500

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 15, 2025 by David George · said 2 times in 1 episodes since 2025 · across every show →

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Everything said about Russell 2500, oldest first

Dec 15, 2025 negative
Assertion Partly supported
Russell 2500 average return on invested capital halved over 30 years
“The ROIC of the Russell 2500 over the last 30 years, it's gone from seven and a half percent steadily down to three percent. So like more than cut in half.”
David George Dec 15, 2025 ▶ 12:11 a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
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