This podcast episode dissected various market corrections and resets that have occurred over the last 20 years, highlighting the patterns and performance of high-growth businesses during these periods. It also delved into the financial characteristics of technology companies in the dot-com era and now, comparing profitability, margin impacts, and business models. Additionally, the podcast provided insights into the investment strategies of experienced professionals amid market volatility, emphasizing the importance of focusing on business fundamentals, deploying capital wisely, and riding out the storms.
