EPISODE · Nov 27, 2025 · 4 MIN
The Hidden Math That Challenges Fujikura’s Boom
from Smart Calls with Smartkarma · host Smartkarma
Smart Calls with Smartkarma | The Hidden Math That Challenges Fujikura’s BoomFujikura’s valuation has soared more than fourfold, but is the market overlooking a structural decline in cable demand?Michael Allen joins Pranav Rao to break down:• Why Fujikura’s EBITDA multiple expanded so sharply• Why rising cable lengths won’t offset demand compression• The psychology driving extreme AI-linked valuationsLike what you heard? Share this episode and follow us for more Smart Calls.Read the full Insight - https://skr.ma/K9VoFMichael Allen - https://on.skr.ma/4ioddzzThis podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.
What this episode covers
Smart Calls with Smartkarma | The Hidden Math That Challenges Fujikura’s BoomFujikura’s valuation has soared more than fourfold, but is the market overlooking a structural decline in cable demand?Michael Allen joins Pranav Rao to break down:• Why Fujikura’s EBITDA multiple expanded so sharply• Why rising cable lengths won’t offset demand compression• The psychology driving extreme AI-linked valuationsLike what you heard? Share this episode and follow us for more Smart Calls.Read the full Insight - https://skr.ma/K9VoFMichael Allen - https://on.skr.ma/4ioddzzThis podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.
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The Hidden Math That Challenges Fujikura’s Boom
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