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Have you tried unplugging it and plugging it back in??
It's official - the current market reset is the 10th worst since 1929.
It's hard to decode what's going on with so many factors at play.
What's the most insightful soundbite you've heard to help explain what's going on?
Here are 10 quotes I've collected from talking to +50 sell side analysts and hedge fund managers in and around finance and tech over the last month.
Curious to what others are hearing...
- “We’re not facing headwinds, but swirling winds”
- “A revenue multiple is only a measure of conviction in your story”
- “I don’t need to believe a company's five year model if they say in three quarters they'll be cash flow positive.”
- “The bottom in 2001 is not an apples to apples comparison to whatever the bottom is in 2022. Back then everyone sold perpetual licenses. The way businesses monetize now through subscription and consumption is very different"
- “If you are spending to grab a market, that’s different than spending to catch someone.”
- “Most of the investors I deal with tend to be bipolar.”
- “A lot of CISOs are about to realize that the usage based revolution is really just the Splunk Tax they hated all over again.”
- “Someone’s gotta foot the inflation bill. We just aren’t sure yet if it’s the seller or buyer.”
- "There will be more people ‘not hired’ than ‘fired’."
- “You’re going to want to dust off that ROI slide.”
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Mostly metrics | CJ Gustafson | Substack
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