Box, every mention

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every year anyone Brad Gerstner 10Aaron Levie 4

Verbatim, from the transcripts: the passages where Box comes up

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BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod Feb 8, 2024 · 14 mentions

  • ▶ 1:54 Brad Gerstner What does Box do? 7 times in the scene
  • ▶ 5:45 Aaron Levie Our own journey has been a little bit, you know, really simple because we've, we've always sort of traded somewhere between like four and eight X. 4 times in the scene
  • ▶ 7:17 Brad Gerstner And, and what you've seen here is that a lot of companies like Box have said during this period of twenty-twenty-one, whoa, we got to focus on profitability, not so much on growth. 2 times in the scene
  • ▶ 18:17 Brad Gerstner And I think in the case of box, Aaron, you know, if you take your, let's call it 20, 30% free cash flow margin and,
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