Neeraj Khemlani
speaker
332 appearances
2 recordings
2 series
first heard May 2026
last heard 18 Jun
Neeraj Khemlani’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 1.
Appearances
In finance academia, it makes no sense.
Matt, I'd be curious what your, I know it doesn't especially matter if you're holding a stock for 30 years, where you buy it at the price, right?
You hold something for 30 years, then a lot will be forgiven.
But last week we were talking about, would you be more likely to buy a stock that doubled or that just got cut in half?
And the four of us said, well, doubled, obviously that means it's working.
Is that, are you more likely to buy a stock that has just doubled or doubled again, or one that's- New position.
Right, new position, or one that's been cut in half and you think the market is wrong?
So how important is the current multiple to you?
Because if you say it's trading at 40 times or 60 times for earnings, it's like, I don't care.
It's earning $2 today.
I think it's going to earn $50 in 2042.
Like, how do you think about the earnings trajectory in the current valuation?
So one of the hundred beggars is Amazon.
And Amazon reported today, and what these companies are able to do is unlike anything we've ever seen at this scale.
So Andy Jassy said, we're reporting $181 billion in revenue, up 17% year-over-year.
For the quarter.
But you mentioned, Niraj, how hard it is for these big companies to continue to grow.
He said, starting with AWS growth,
Growth continued to accelerate up 20% year over year.
The fastest growth rate in 15 quarters.
Showing 241–260 of 332 · page 13 of 17
← Previous
Next →