free cash flow

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 26, 2026 by Neil Tiwari · across every show →

Everything said about free cash flow, oldest first

Feb 26, 2026 positive
Assertion Supported
Tiwari: SaaS trades at multi-year valuation lows despite margin expansion
“From a free cashflow perspective, SaaS companies are valued at the lowest they've been in, in, in years, you know, and there's a huge margin difference between You know, what those rev multiples are today and what they've been in the past. And so free cashflow…”
Neil Tiwari Feb 26, 2026 ▶ 33:50 Who's Actually Funding the AI Buildout?
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 100 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.