Kathy Choi
5 statements across 1 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Feb 21, 2025 by Kathy Choi · across every show →
On the record as a speaker too: Kathy Choi's record, appearances and statements → this page counts the times other people say the name.
Everything said about Kathy Choi, oldest first
Feb 21, 2025 neutral
Choi: Software valuation multiples have zero correlation with revenue size
“Here we have a regression that charts AOR multiples today versus the implied AOR scale of the most recently reported quarter of a 139 different software companies. And I want to draw your attention to the r squared value of this regression... And so we see her…”
Feb 21, 2025 neutral
Choi: Rubrik IPO'd at $5.6B Valuation After Burning Over $700M
“This is a data management and security software platform that went public in April with a market cap of 5.6 billion dollars. They were around eight hundred million of ARR and are now trading at seven times ARR multiple. And you'll notice that difference in cas…”
Feb 21, 2025 negative
Feb 21, 2025 positive
Choi: Klaviyo went public at $7.6B valuation on just $16M burn
“Klaviyo is a leading market automation company, and they went public in September of last year with a market cap of 7.6 billion dollars. There are around seven hundred million of ARR and are trading today and at 10 times ARR multiple. And one thing that's uniq…”
Feb 21, 2025 positive
Choi: Share price appreciation strongly correlates with cumulative dollar growth
“On the left here, we see a regression that charts the share price depreciation from IPO to today versus how much revenue has increased in dollar amounts from IPO to today. And you'll see here that the R spread value is, 0.74, which is fight high and applying a…”