Remove B2C Remove Concentration Remove Valuation
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Transcript: David Roux, BayPine, Silver Lake Partners

Barry Ritholtz

These 10% are what’s driving the entire valuation. 00:16:27 [Speaker Changed] How much of what’s been going on in the 2020s has been a focus on that same top 10% of tech companies as being overly concentrated and wildly expensive. The parallels are that there is a concentration of interest.

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Transcript: Annie Lamont, Oak HC/FT

Barry Ritholtz

But I think the reality is right now, we just have an overhang from, I certainly in my world, I can speak to healthcare and FinTech, a number of companies going public and then disappointing or valuation just being excessive compared to the maturity of the businesses. Because if you’re talking about large B2B payments, right?