valuations .
valuations aren't really screaming the Buy Signal this is an equation known as the
valuations radar screen.
Company valuations , how much companies are spending on infrastructure, or whether the pace of AI progress is actually sustainable.
Good valuations bridge that divide.
The valuations are still good.
Those valuations have existed in the past-- so, from where we are today.
market valuations .
and the valuations of these companies, one of two things needs to happen in the next 5 years at least in the US.
Either these companies valuations need to be cut by 50 or 70%.
And then what valuations we have now are going to exponentially increase, and people who invest now are going to be able to ride that benefit.
wanted in terms of valuations .
One in four valuations that I see, maybe one in three, from big name appraises and banks are impossible valuations , it just can't happen.
world and the valuations in in that world are really amazing what people are paying for companies and the markdowns
And business models and valuations of companies working on that does begin to reflect that in its unexpected
Because of the relative valuations , our shareholders got a majority of the company even though we were contributing a minority of the revenue
can make prices and valuations change relatively quickly.
And we all know what valuations , how fake it can be as well.
and get them public at exponential valuations to where we had invested.
markets were being really irrational with valuations and we wanted to buy as much as we could now Market
So how should investors think about valuations along with the characteristics of the industry and the management?
This is the average of global valuations .
I value companies because I want to act on those valuations in what sense?
Obviously, low valuations , small value to begin with, all of those kinds of things.
you can buy these exceptional businesses at reasonable valuations .
of investors are are talking about the Hefty valuations um out in Silicon
And we're starting to see a reversal in valuations , where those-- in some places, neighborhoods that are older are retaining their housing values more so than newer neighborhoods,
It's one of a number of reversals in economic valuations that play into this whole thesis.
So, in order to justify these valuations , then they have to say, all right, there's going to be massive cost savings or efficiencies.
So if you look at AI unicorns-- "unicorns" meaning startups have over $1 billion valuations -- there are 32 AI unicorns by 2018.
Like, how do you calculate these monthly valuations that you post on TV?
And about six years into the process, I discovered I had no faith in my own valuations , another word you don't see in the context of valuations ,
And here's what I mean about faith in your own valuations .
I'll make a statement-- you might not believe this, but as you look at valuations , you try this out.
Well, take a look around you today at some of the valuations of some of our favorite stocks, and they are in the stratosphere.
They have stronger balance sheets, and frequently, lower valuations than the market.
We have too low nominal GDP, which restricts our entrepreneurship because valuations of tech startups are much
So A guess without data, let's imagine a world where the heterogeneity and valuations for movies was higher than it is for music.
And the few buybacks that have happened, have happened at lower valuations .
But do you think the same sort of philosophy, and the same sort of valuations , and the same perspective towards debt would make sense today when a lot of things
So when we're investing at an early stage, valuations are low.
But we're in this interesting arena now where people are raising vast amounts of money against valuations that may or may not be plausible,
But there are, certainly, even in terms of private valuations of some of these venture rounds and , I think those are in bubble territory.
Our job is to take the data and compress it into information that actually shows up in our valuations .
But since 2010, I've been public about my valuations .
As a general rule, 99 out of 100 companies that grade at such extreme valuations turn out to be lousy, if not catastrophic investments.
You see there's three great returning years on the far right when you started out with pretty rich valuations .
In the meantime, he's seeing companies like Netscape getting funded at these huge valuations and he's saying, look, at I've got this great product.
It's constantly look over here because I think it's very difficult to justify the valuations he's raising money at.
So as with the sample bias that's out there, we only see the people that are making the news because of these big valuations .