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Jamin,

I have found your posts extremely valuable since I signed up to receive them. Thanks so much for all the work you clearly put into this content. It is very much appreciated. I find the charts really useful as they bring together lots of data that’s is a pain to find separately. I am focused on companies that are FCF-positive, and your Rule of 40 chart provides this.

Thanks again. Blessings for 2021.

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Jamin - thank you for this newsletter; the insights are fascinating. Qq: if you can share, what source(s) do you use?

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