relative valuation

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Apr 4, 2024 by Bill Gurley · across every show →

Everything said about relative valuation, oldest first

Apr 4, 2024 neutral

Insight

Gurley: Relative Valuation Games Are How Financial Bubbles Are Built

“There's this relative valuation game, which is how bubbles are built. And because you adjust up to, so you re-rate to a new norm, right?”

Bill Gurley Apr 4, 2024 ▶ 57:31 Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod

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relative valuation

Everything said about relative valuation, oldest first

Turn any episode into a week of clips.