The Compound and Friends cover image

Nvidia Breaks Away

The Compound and Friends

00:00

The Importance of Transparency in Valuations

At its peak, the Sun Microsoft system is stock hit a valuation of 10-time sales. When stocks took a massive beating later on, CEO Scott McNeely said to investors: Do you realize how ridiculous those basic assumptions are? And that stock ended up at $3. The only way to know if something will succeed is after it actually succeeded. There's no way of knowing anything else.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app