Catch-up on Our Shows From This Week:
3 Good Reads:
Forecasting Growth From Ensemble Capital (Five-Part Series)
1 Good Listen:
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Smart and Funny Tweets:
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The good news: the METAVERSE is exciting but NOT for the reasons most people are talking about.
The bad news: odds are the 'Metaverse' will be used by IBM in an add before year-end and further dilute + erode it as buzzword bs that we all grow AVERSE to...
I've thought about this graph a lot recently (median software multiple vs top 5 median). Historically all of software has traded in a tighter band. Currently, the gap between the "elite" software companies vs overall median is quite wide. I expect this trend to continue
Cliff Sosin on changing your mind and stock prices not being diagnostic of a company's success
Cundill Capital @CundillCapital