MT Capital's avatar
$11.2m follower assets
Andermatt Research's avatar
How do you view the current drop in multiples within the context of history -- yes, they've come off by quite a bit, but not at an extreme on the low end yet.
MT Capital's avatar
@andermatt_research Tough topic that i'm still wrapping my head around. On one hand we've seen unprecedented amounts of QE which has been bullish for risk-on assets, on the other hand I think the tech companies now in comparison to the tech bubble are much more capable. Only time will tell if we overshoot to the downside.

Author

Related