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software index

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

Everything said about software index, oldest first

Apr 4, 2024 neutral
Assertion Partly supported
Gerstner: Public Software Trades at 6.1x Revenue, Below 10-Year Average
“You can see that in the blue line is it's trading at about 6.1 times. The tenure average is 6.9 times. Rates have obviously moved up a lot off the bottom, but you know, this is a long winded way of saying that software is not really participating in this run u…”
Brad Gerstner Apr 4, 2024 ▶ 54:33 Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
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