sum-of-the-parts valuations
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 6, 2026 by Pat Dorsey · across every show →
Everything said about sum-of-the-parts valuations, oldest first
Jul 6, 2026 negative
Dorsey: Sum-of-the-Parts Valuations Are Absurd Without Explicit Catalysts to Break Up
“And investing is probably some of the parts valuations. They're absurd. If it's a company that's clearly articulated, hey, we're going to break up or we're going to sell off this division or whatever, But if it's a company that has given no evidence that these…”