Jeff Richards of GGV Capital on the Cloud, Digital Health, E-Commerce, and the Digitization of Everything (EP.184)
Panic with Friends - Howard Lindzon
00:00
Is It Fundamentals or Is There a Multiple Compression?
I think we're in this period an we'll talk about it as, is it fundamentals, or is a multiple compression? As rates great things are overvalued, whether it's the missing leonardo. And you've got major softwar and cloud players that are down 30 to forty % over the last six to nine months. We haven't seen any missed big on earnings. It's just due to re rating of a sector based on mul s and based on what may happen with interest rats.
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