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2min chapter
Comparing the Dotcom Crash to Today (with Tom Cowan from TDM)
ACQ2 by Acquired
The Bessemer Cloud Index: The Fastest to Recover?
It only took three to four years to get all the way back to January 2000 level valuations for these high growth tech companies. The Bessemer Cloud Index is up around 35%, which compares to the NASDAQ up 30%. But I would say that there's still a long way to go. Exactly how this plays out is still uncertain and would still argue right now, the best value is in that group of companies rather than the broader indexes.
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