The Synopsis cover image

Dialogue. Evolution 3Q25, Negative Revenue Growth, More Asia Issues

The Synopsis

00:00

Valuation Sensitivity If Asia Revenues Fade

Drew models downside scenarios, noting Asia is 37% of revenue and showing how investors might value a de-risked business.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app