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Patrick O's avatar

Coupa median CAC payback... How much is Thoma Bravo looking at that figure and thinking about slashing S&M spend. Always a great read thanks for the insights.

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Will Walsh's avatar

Unbelievable end of quarter analysis. This is exactly the type of content I look for in investment books but never seem to find. Thanks for letting us know what you look for and how to calculate it Jamin, I look forward to reading for many more years. Happy Christmas!

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