public software companies

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 31, 2025 by Brad Gerstner · across every show →

Everything said about public software companies, oldest first

Oct 31, 2025 neutral

Assertion Supported

Gerstner: Public software multiples are at 5.2x forward revenue vs. 7x average

“Public software companies are now trading at about 5.2 times forward revenue. So that's below their 10 year average of seven times, despite the markets being at all time highs.”

Brad Gerstner Oct 31, 2025 ▶ 53:17 All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner · Bg2 Pod

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public software companies

Everything said about public software companies, oldest first

Turn any episode into a week of clips.