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E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
All-In with Chamath, Jason, Sacks & Friedberg
The Great Wright Down?
Hesad: The market pulled back, the great wright down has occurred. Charts from altimeter show a major regression to mean for tex stock, sass index and mediam enterprise value next 12 months expected revenue,. This includes people like adobe, data, dog shop, if i twillol workday. Hesad: It's a major aggression to the mean on value, on public company valuations, in both sas. But also, more generally, that the high growth stocks have corrected more than the indices.
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