RiskReversal Pod cover image

Everybody Wants The Bucks With Liz Young, Dan Nathan & Guy Adami

RiskReversal Pod

00:00

Is It a Rip-Off or a Roll-Up?

Salesforce is the one to me because, Sky, we haven't talked about this name in a while. There was a lot of turnover in the seed level suite. And this is a company that I think interestingly still trades at a fat multiple. On a gap basis, this company is expected in 2024 to do maybe half of their gap earnings from two years ago. If the economy is slowing and there are fewer people in seats, that hurts companies like Salesforce almost by definition.

Play episode from 35:19
Transcript

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