It Can't Really Get Worse
The Compound and Friends
Valuation Challenges in E-Commerce and Real Estate
This chapter analyzes the fluctuating market valuations of Shopify and other tech companies, reflecting on their growth and stock price volatility. The discussion extends to the dynamics of the real estate market, exploring the challenges faced by companies like Opendoor and the effectiveness of pricing algorithms. It concludes with insights into alternative investments, particularly in the biotech sector, emphasizing the cyclical nature of market trends.
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