David George discusses the complexities of valuing high-growth companies, particularly those growing above 30%. He explains that conventional financial modeling struggles to account for sustained high growth, leading to undervaluation in the market. George emphasizes the importance of insights into products, markets, and people to identify potentially great companies.

The article discusses the intricacies of growth valuation in business, focusing on the methodologies used to assess a company's worth based on its growth potential. It highlights the importance of understanding market dynamics and financial metrics in order to make informed investment decisions.