growth
4 statements across 4 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Apr 30, 2020 by Jeff Booth · across every show →
Everything said about growth, oldest first
Apr 30, 2020 bearish
Booth: Debt repayment requires higher taxes that will slow growth and cause deflation
“Now, the only way it doesn't become a drag on future growth, growth, and it becomes hyperinflationary, is when, logically, governments destroy their currencies, because they can't pay back the debt. But assuming they have to pay back the debt, somebody has to …”
Nov 1, 2023 bullish
Aug 6, 2024 neutral
Sam Jacobs: Valuation Premium of Growth over Free Cash Flow Fell to 3-to-1
“It used to be growth at any cost, which means that growth really was worth almost, not infinitely more, but probably maybe 15 to 20 times what Free cash flow was worth today. We're in a world where growth is still more valuable than free cash flow, but only th…”
Dec 17, 2024
SaaS multiples still value growth at three times more than profit
“In today's environment, the actual multiple is five to six times, and that's provided that you have growth. So even though we're moving away from a growth at any cost world to a world where efficiency is prized, the reality is that growth is still worth three …”