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ARM the companies growth rate has been tepid at best since SoftBank bought it. You need a high growth rate to justify a high multiple. And interest rates can c
by valuearb 6y ago
ARM the companies growth rate has been tepid at best since SoftBank bought it. You need a high growth rate to justify a high multiple.
And interest rates can change quickly. It’s a value trap to overweight current interest rates in equity valuations.
- RantyDave 6y ago> ARM the companies growth rate has been tepid at best since SoftBank bought it. It's a "knock it out the ballpark" victory by Softbank's standards.