Goldilocks and her Four Bears with Liz Young, Vincent Daniel and Porter Collins
RiskReversal Pod
00:00
Is There a Reset?
The banks are going to start to have to raise their deposit rates now, too. Adobe has a pretty good balance sheet, i think, six billion in cash,. four in debt, hundred 50 billion market cap. When you think of that on a percntage basis, it's low single digits. They just paid 50 times sales for a company. I don't give a shit, grown a hundred % a year in this neter. It's actually worse than that.
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