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“Terminal value at a time or disruption is one of the…” — Capital Allocators – Inside the Institutional Investment Industry at 35:19

Capital Allocators – Inside the Institutional Investment Industry André Perold – Investing Through Exponential Change (EP.516)

“Terminal value at a time or disruption is one of the hardest things to sort out. If you take Salesforce, a great CRM, this market cap peaked over 300 billion, it's down by 40% in less than a year because of the fear of disruption. Its earnings growth is”

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