
Tech bubble? Tech crash? Baki Irmak on tech investing in turbulent times
Good Investing Talks
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Are There Any Companies You Like?
We had a couple of companies, i mean, you are, you know, aware of some of them. I think enterprise values sales above ten, it's doesn't work in this environment. Three companies i'm willing to buy when the valuation is fine again. And then they are other companies, like palaton, like we had, you know,. We invested, actually, very early in pelaton.
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