added by Mo Shafieeha · updated 1y ago
Thinking About Thinking
Juan Orbea and added
- Often, companies are underestimated because people believe the market isn't large enough, and the execution will have risks (e.g. Crowdstrike). So how does that translate into the valuation I can pay today? If you have a fundamentally different belief about the size of the market then you believe that the company will be able to address more custom... See more
from Markets, Markets, and Markets by Kyle Harrison
Juan Orbea added
- The same can be said of markets. Understanding how big a market really is can be difficult. But the act of attempted futurism can have a clarifying effect on your perspective.
from Markets, Markets, and Markets by Kyle Harrison
Juan Orbea added