Growth At Market Multiples
15:19–15:50 · 32s
Golub argues AI-related names trade near market multiples while expecting ~60% growth, calling the growth-to-valuation gap "shocking."
15:19–15:50 · 32s
Golub argues AI-related names trade near market multiples while expecting ~60% growth, calling the growth-to-valuation gap "shocking."
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