growth stocks
4 statements across 4 episodes · 1 bullish · 3 bearish · 3 people on the record · first statement Dec 11, 2021 by David Sacks · across every show →
Everything said about growth stocks, oldest first
Dec 11, 2021 bearish
David Sacks notes growth stocks and SaaS companies dropped 30% since November.
“So, what we've seen over the past four or five weeks, about the first week in November, most, the market basically peaked, and at least growth stocks did, and SaaS companies did. If you look, kind of, November eighth was sort of the beginning of the downturn, …”
Jan 29, 2022 negative
Friedberg: Most beaten-down growth stocks should never have gone public
“The businesses we all talk about generally growth stocks are down 60%, but maybe most of them shouldn't have even been public companies in the first place. Maybe they should have been speculative private investments, where more than two thirds of them were lik…”
Apr 30, 2022 bearish
May 23, 2022 bullish
Gerstner: Tech growth stocks will be higher by May 2023
“We will be higher for growth stocks this time next year, but we may very well get there by way of lower and potentially meaningfully lower because the counterfactual to the hyperinflation argument is not, you can't deliver the counterfactual for at least four …”