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17min chapter
BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, AI, Immigration & More | E02
BG2Pod with Brad Gerstner and Bill Gurley
Valuation and Multiples of Software Companies
The chapter explores the valuation of software and technology companies, discussing misconceptions about gross margins and net retention rates. It analyzes charts showing the multiples of revenue and free cash flow, highlighting the trade-off between profitability and growth. The speakers also discuss the risks and opportunities for companies in the private and public markets.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode