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Bobby B's avatar

Coupa is now a private company. Should you remove it from some of the above analysis, given that it is no longer publicly reporting current financial information?

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Leticia Souza's avatar

I’m so glad I found this newsletter. So informative and simple. Love the insights.

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Jeoff Wilks's avatar

Appreciate the update. Suggestion: Might be interesting to compare the effects of stock based compensation somehow. Some companies are heavily diluting, while others maybe not as much.

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