3 Comments
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Ian Steward's avatar

Jamin - FYI, unless I'm mistaken, I believe you have a typo in the text version of the the EV/NTM by growth buckets #s. Looks like the graphs are accurate, but text is incorrect.

Ian Steward's avatar

Disregard, looks like you updated on substack.

MarketLab's avatar

Neato. Think ARRs cooling will find its way into pressing GMs?