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2min chapter
Comparing the Dotcom Crash to Today (with Tom Cowan from TDM)
ACQ2 by Acquired
The Importance of Valuation in Investing
In moments when businesses are trading at 15x or 20x revenue, how do you think about that? Do you start trimming down the positions? That's a great question. For us, as you may have gathered at the top of the show, valuation does matter. It's something that we really think about a lot.
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