Jason Lemkin

speaker

26,931 appearances 51 recordings 3 series first heard Aug 2022 last heard 3d ago

Jason Lemkin’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 50 in all, peaking in May 2026 with 10.

newest first · ▶ plays the moment

So they're not it's not that they're matched

Okay, I'm gonna agree with you now. matched

And the only reason I interrupt you, Jay, says I didn't agree and you said they're not growing. matched

I wanna be precise. matched

What you said now is really the insightful point. matched

Seriously, I wanna pause on this because it actually comes a lot of different things. matched

Going from a growth story to a value story is really tough, right? matched

You go from a revenue multiple to a EBITDA multiple. matched

I think is it Gokal? matched

He hit a really good post on Twitter recently. matched

Where basically above 30% growth, you can use a revenue multiple. matched

Below 30% growth, you have to use an EBITDA multiple. matched

It was a very insightful comment. matched

It basically said if you're growing fast, everything is forgiven and you'll be valued on a revenue multiple. matched

If you're growing slow, nothing is forgiven, and you'll be valued on an EBITDA multiple or low revenue multiple, right? matched

It's just a different world, right? matched

And I actually did, I remember I did a post way back that your box as a public company went through that. matched

Transition and came out the other side, but it takes three or four years. matched

Because when you go from six or seven times revenues to 20 times cash flow, you got to get that cash flow to 30% just to hold the stock flat. matched

It's brutal. matched

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