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Tech bubble? Tech crash? Baki Irmak on tech investing in turbulent times

Good Investing Talks

CHAPTER

The Efficiency Ratio, Is More on the Free Casho Margin Than the Top Line Growth?

Ando: In this kind of environment, the focus is more onactually, the free caslo margin than the top line growth. So e te two thousand 20 22 is actually probably the year wher people, er a, discovered the simple valuation matricks like priceto book and tis kind of the a. Ando: It's very important to distinguish between a hits to the gche to tesore gache, a business model exactly.

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