From a financial&#x2F;investing standpoint, he&#x27;s in a way accepting the teachings of value investing - the business inherently has value in it, regardless of what the general market may irrationally place on the company; and that in the end, the company will be subject to mean reversion, and will eventually trend back upward when the markets stabilize.<p>However, the reality is that, from a value investing perspective, $HUBS is a company with negative EPS, high price-to-book, and operates on a $1B+ market cap with only $182MM in revenue...so it <i>is</i> reverting to the mean by correcting itself from such a wildly high valuation.