3 Comments

thanks so much for providing weekly updates on these companies. This is very helpful. I was wondering what tool/website do you use to get this data, charts, and valuations?

Expand full comment

same question here

Expand full comment

Thanks for the awesome content. If you have the data a "Growth Adjusted EV / NTM Rev" by growth cohort over time similar to your "EV / NTM Revenue Multiple" would be extremely interesting. This might explain the spike in absolute valuations.

Expand full comment