Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! 2023 Forecasts There are 2 primary questions that matter right now for software stocks - are rates going up or down, and are numbers (foreword estimates) going up or down. Covid was a period where rates were going down, and numbers going up. A beautiful combination!
I really enjoy your weekly updates. Your writing is clear and to the point. Thanks for the synopsis you provide. (As an aside, the phrase is "pounding the table". Unless one is out pounding the "pavement" looking for work.) Please keep up the great work. And thanks. Gordon
I'm not familiar with a couple of your abbreviations, can you provide a glossary?
That would be very helpful as I really enjoyed your article but need assistance with
the your abbreviations. Thank you
Any reason why Sentinel One is such an outlier on the Growth vs Rev Multiple regression?
I really enjoy your weekly updates. Your writing is clear and to the point. Thanks for the synopsis you provide. (As an aside, the phrase is "pounding the table". Unless one is out pounding the "pavement" looking for work.) Please keep up the great work. And thanks. Gordon