5/7 Kaul’s larger question is for the managers of other people’s money — the “OPM wallahs”.

Why is there so much enthusiasm around supposedly cheaper large caps, but so little warning about the risks retail investors are taking in small caps, mid caps and thematic funds?

#Valuations

Zsolt Farkas of Evolut on why today’s longevity valuations only work if the winners spend the next decade buying everything around them.

Link as first comment.

#longevity #biotech #valuations #M&A #Evolut

#CoryDoctorow

• Core Argument: #Doctorow is not against #AI tools—he uses them daily. Instead, he criticizes how tech companies #hypeAI to justify multi-trillion-dollar #valuations & push models that replace #humanworkers, diminish #WorkerAutonomy, & degrade #LaborConditions

#SPX cheaper today than a year ago. But expectations should hold!

#valuations #markets #stocks #indices

Miro sells for $1.36B—90% off its peak valuation. Big SaaS reset under way. #SaaS #Acquisition #Miro #BendingSpoons #Valuations #TechNews thedailytechfeed.com/bending-spoo...