market theories

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Aug 9, 2019 by Martin Casado · across every show →

Everything said about market theories, oldest first

Aug 9, 2019 positive
Insight
Casado: In consumer investing, the growth graph beats market theory
“And as a result, the investment community has kind of come up with this ethos around investing in consumer, which is basically, the graph is smarter than whatever theory we have about the market.”
Martin Casado Aug 9, 2019 ▶ 5:44 Growth, Sales, and a New Era of B2B
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