Phaetrix (@phaetrix): "The interesting part isn’t the 4x EBITDA. It’s whether that multiple exists because the market doesn’t trust the accounting or because the inflection hasn’t shown up cleanly yet. If it’s the second, the rerating happens fast once the numbers stop needing interpretation."

The interesting part isn’t the 4x EBITDA.

It’s whether that multiple exists because the market doesn’t trust the accounting or because the inflection hasn’t shown up cleanly yet.

If it’s the second, the rerating happens fast once the numbers stop needing interpretation.

31 Super Stock Pitches (30th-5th April) ✅

Apr 6

8:34 PM