PE Ratio
topic on 3 shows · 5 statements across 4 episodes
the Neon Show 
Capital Allocators 
20VC
5 statements about PE Ratio, every show
Tremblant Capital Views the P/E Ratio as a Useless Valuation Metric
“The PE ratio, which we think is useless was infinite”
Shenoy: Indian Small-Cap Earnings Growth Matched Their 3x Valuation Rise
“In the year of the year, the companies, the market cap, two 51 to 500, versus the multiple today, is the same. Matlab, their valuations have gone up three X. Their earnings have gone up three X. That means from 2019 to now, which is roughly five years, three a…”
Grantham: PEs are in the top 5% while economy is bottom 5%
“We're in the highest five percent of PEs. And we're in the lowest five percent of economic conditions today. So there's never been anything like that in history.”
Marks: Record-low interest rates justify historical peak stock P/E ratios
“The lower the interest rates, the higher the asset price is justified. We have the lowest interest rates in history. That justifies, for example, the highest P.E. Ratios in history.”