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Liz Thomas

2 statements across 2 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 9, 2026 by Alex Kantrowitz · said 2 times in 2 episodes since 2026 · across every show →

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brought up most by Alex Kantrowitz (2)

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Everything said about Liz Thomas, oldest first

Feb 9, 2026 bearish
Assertion Supported
Kantrowitz: Software forward P/E multiple compressed 30% to 23.2x
“The software's forward, twelve-month P has compressed from 33.1 to 23.2 X. Multiple contraction of 30%, and the valuations are now approaching the twenty-twenty-two levels.”
Alex Kantrowitz Feb 9, 2026 ▶ 13:37 Software In Shambles, OpenAI vs. Anthropic Super Brawl, Amazon’s Struggles
Feb 12, 2026 neutral
Assertion Supported
Kantrowitz: Software's forward 12-month price-to-earnings multiple compressed 30 percent
“Software's forward 12 month price to equity ratio is compressed from a 33.1 to 23.2 multiple contraction of 30%”
Alex Kantrowitz Feb 12, 2026 ▶ 31:04 Who’s Winning The AI Race? + Software’s Future — With Sridhar Ramaswamy
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