Friedberg states two-thirds of post-COVID IPOs now trade below total cash raised.
“I think two thirds of the companies that went public since COVID are trading at less than the cash they raised to date as public companies now.”
Friedberg claims he could raise billions at a multi-billion dollar valuation based only on a presentation deck and his reputation.
“raise a couple billion dollars at a multi-billion-dollar pre-money with a PowerPoint deck because I'm the greatest in the world at doing this.”
Friedberg describes being able to raise billions at a multi-billion dollar valuation with just a presentation based on reputation.
“raise a couple billion dollars at a multi-billion-dollar pre-money with a PowerPoint deck because I'm the greatest in the world at doing this.”
“Starlink alone could be generating on the order of $40,000,000,000 of revenue top line with a huge amount of that flowing to free cash. That could be a $30,000,000,000 free cash flow within the year.”
Friedberg predicts Starlink alone could reach trillion dollar market cap within eighteen months.
“The Starlink business alone could be a trillion dollar market cap within two years, within eighteen months, let's say.”
Friedberg projects Starlink could reach a trillion-dollar valuation within 18 months based on revenue and free cash flow estimates.
“NEWS: Investor David Friedberg says Starlink alone could be worth a trillion dollars within 18 months. Friedberg laid out the math on the All-In podcast. He thinks Starlink could pull in around $40 billion in revenue this year, with about $30 billion of that turning into free”
Friedberg predicts Starlink could reach a trillion-dollar valuation within 18 months based on projected revenue.
“NEWS: Investor David Friedberg says Starlink alone could be worth a trillion dollars within 18 months. Friedberg laid out the math on the All-In podcast. He thinks Starlink could pull in around $40 billion in revenue this year, with about $30 billion of that turning into free”
Friedberg predicts Starlink alone could reach a trillion-dollar market cap within 18 months.
“The Starlink business alone could be a trillion-dollar market cap. Within two years, within 18 months, let's say,”
Friedberg projects Starlink will generate $40 billion in revenue with $30 billion in free cash flow within a year, potentially justifying a trillion-dollar valuation at a 30X multiple.
“Starlink alone could be generating on the order of $40 billion of revenue top line with a huge amount of that flowing to free cash," he said. "That could be a $30 billion free cash flow within the year […] If you just put a 30X multiple on that, which I think you can because these subscription businesses are very high renewal rate, very low CAC.”