Okay, Computer: Long Party, Longer Hangover with Deirdre Bosa & Rick Heitzmann
RiskReversal Pod
00:00
Microsoft and Apple's Multiples Aren't All That Far From Their All Time Highs
Both Apple and Microsoft saw their multiples pushed to levels that we hadn't seen in a very long time discounting a lot of very good news. It's like how much will these be commoditized? What do they come at the expense of other buying decisions you know what I mean on the software space?
Transcript
Play full episode
