4 Comments

Enjoyed the perspectives on SEA. Still so much capital floating around here even in this environment. Founder/seller expectations still at 2021 levels in a lot of cases. Next six months or so will be interesting.

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author

Thanks and agree re buy sell spreads still being quite high as founders hold on to the highs of 2021. The other comment I should have perhaps made was that a lot of tourist capital last year which drove up valuations.

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Oct 7, 2022Liked by The Long Game Investor

Congrats on 500! Enjoy the reads

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author

Thank you! and likewise :)

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