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Nick and Jessica on Tech Earnings, Mary Meeker’s AI Tour de Force, ARR Models

The Compound and Friends

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Market Valuation and Earnings Outlook

This chapter analyzes the current market valuation and its implications for expected earnings and price-to-earnings multiples. The discussion covers the necessity of strong earnings surprises and confidence in PE multiples, while exploring various sectors and their historical price-earnings ratios. Additionally, the chapter highlights the impact of technological innovations and economic factors on market performance and corporate profit margins.

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