Widespread Panic with Cameron Dawson of NewEdge Wealth
RiskReversal Pod
00:00
Stock Picking
The degree of dominance is going to be dampened because we don't have the fed support like we had over the last cycle. Some companies trade on multiple earnings and some of these tech companies were trading on multiple revenues or adjusted e-bida with massive stock based comp so again goes back to stock picking. Twitter no that twitter was trading at versus employee count like headcount they were like massively bloated oh would have been 5410 instead of 54 no no but i'm not defending i'm just saying.
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