Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
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Market Disparities: Tech Success vs. Mid-Market Struggles
This chapter explores the performance trends of mid-market stocks, with a focus on the restaurant industry and notable declines in businesses like Papa John's. It also contrasts the recovery trajectory of major tech companies against the broader S&P 500, highlighting post-COVID-19 valuation adjustments.
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