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4min chapter
TIP476: How to Value Companies like Alphabet, AXON and FIGS w/ Brian Feroldi
We Study Billionaires - The Investor’s Podcast Network
When Your Thesis Is Busted?
The growth rate of many e-commerce companies have come plunging down. Those businesses are being forced to right size their businesses in order to fulfill the actual demand, not the demand that they thought. Companies like Shopify clearly overbuilt and over hired. And now we're seeing the reverse of that where they're actually laying off people in light of the small demand.
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