public software markets
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 8, 2024 by Brad Gerstner · across every show →
Everything said about public software markets, oldest first
Feb 8, 2024 bullish
Gerstner: Public markets value revenue growth at 3x free cash flow margin
“I asked my team to actually plot the regression on this now, just so I could see what today are we valuing the most. And that's this next chart, which basically shows growth is being valued at about three times, right, in the rule of 40 calculation. You know, …”