Evaluating Public Markets
Bill and Howard discuss the state of the public markets and how stock prices are influenced by interest rates. They explore the justification of high PE ratios and the relative performance of tech companies. They also touch on the challenges of assessing the fairness of IPO valuations.In this clip
From this podcast
20VC
20VC: Bill Gurley and Howard Marks: What Happened In 2020? What Can We Expect Looking Forward to 2021?
Related Questions
What is the impact of interest rates on valuations in the episode Prof G Markets: Upheaval at Twitter, Airbnb and Uber Earnings, and the Chinese Markets, and in the clip Market Dynamics Unraveled?
What is the impact of interest rates on valuations in the episode Prof G Markets: Upheaval at Twitter, Airbnb and Uber Earnings, and the Chinese Markets and the clip Market Dynamics Unraveled?
What is the impact of interest rates on valuations in the episode Prof G Markets: Upheaval at Twitter, Airbnb and Uber Earnings, and the Chinese Markets, and the clip Market Dynamics Unraveled?