AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
123: Investing in India, VC vs. Bootstrap & Immigrant Hustle w/ Romeen Sheth
Not Investment Advice
The Importance of Scaling Services Companies
A company ultimately gets a valuation because of the amount of future cash flow that it's going to generate. I think there was really good reason before why a scaled services company would trade a 10x profit versus 10x revenue, right? And so if you look in public markets and you say that, well, those companies trade at 10 times revenue, what's the argument for why these companies can't trade at 10times revenue? That's the alpha, right? It turns out that if you're building incredibly thoughtfully capitalized companies that are just well run and well operated with small teamsBecause of AI and global talent,. etc., will be powered by the same things now.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode