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Comparing the Dotcom Crash to Today (with Tom Cowan from TDM)
ACQ2 by Acquired
How to Be a Successful Portfolio Manager in a Bullish Market
When we think about that period, I think companies were growing at very fast rates of that period. There's all sorts of natural forces of business physics that constrain when you actually are looking at a 10 year horizon. So if you're investing at 15x revenue in a high growth technology company, you got to believe that this is a two to five times in a decade,. like a very, very special company in order to generate a 20% annualized return.
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