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moviewise 🎟's avatar

Thank you William! I appreciate you taking the time to explain the economic situation better.

I found this article from Goldman Sachs Asset Management (July 2022) that states,

"Hyper- growth software companies have seen their valuations decline by three-quarters from their November highs to the end of June 2022, to an average valuation of 8.0x next-twelve-month revenues. This is below the range seen in 2015-2020."

https://www.gsam.com/content/dam/gsam/pdfs/common/en/public/articles/2022/Growth-Equity-Recent-Dispersion-in-Growth-Equity.pdf?sa=n&rd=n

Can you share a link to the Guggenheim February 2023 software valuation report?

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