Beanie
Funny seeing the same Wall Street analysts who’s investment banks pump IPOs at 10x ARR, nitpick a...
178 days agoBeaniebeaniemaxi
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The author suggests an alpha opportunity in buying "substantially derisked assets" at low valuations, specifically companies trading around 1x Annual Recurring Revenue (ARR). This contrasts with overvalued IPOs at 10x ARR, implying a potential mispricing due to Wall Street analyst bias. Investors should look for small-cap tech companies with strong underlying fundamentals but low ARR multiples.

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Beanie

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By beaniemaxi

Crypto native since the early days. Went all in on DeFi summer. Then tripled down on NFTs. VC @gmcapital_. No paid promos. Not financial advice. I talk my book.