Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 4min
What Is a Software Company Worth?
04:17 • 3min
How to Create a Benchmark Index for Growth Equity and Middle Market Investors
06:57 • 3min
The IGV Plus PG Input and PG Extraction
10:04 • 2min
The Parker-Gail Growth Equity Index
12:20 • 3min
The 20-Year Trend in the Middle Market Indexes
14:59 • 3min
The Convergence of Revenue Multiples
18:01 • 3min
How Much Do You Get Paid for Growth?
20:56 • 2min
The Importance of Time Management in the Growth Equity Index
22:53 • 5min
The Rise of Unprofitable Companies in the Growth Equity Index
28:07 • 3min
The Role of Profitability in the Market
31:19 • 2min
The Mid-Market Index and EBITDA
32:49 • 3min
The Evolution of EBITDA Margins in the Software Industry
36:00 • 3min
The Growth Equity Index and the Middle Market Index
38:40 • 4min
How to Value Your Stocks on an EBITDA Multiple
43:02 • 2min
The Importance of Timing in Share Price Performance
44:45 • 5min
The Tough Comp: How to Sell a Growth Equity Business
49:38 • 4min
The Importance of Market Timing
54:04 • 5min
What Is a Software Company Worth?
58:54 • 3min