Every week I’ll provide updates on the latest trends in cloud software companies.
Thanks for another good post Jamin. Any thoughts on Similarweb (SMWB)?
Thanks for this Jamin. Love your work and following the entire Altimeter team.
Able to share any thoughts on Altimeter’s view of SentinelOne? I know you don’t own it but it’s multiple is right down there with RBRK on a growth adjusted basis. Thanks!
Thanks for another good post Jamin. Any thoughts on Similarweb (SMWB)?
Thanks for this Jamin. Love your work and following the entire Altimeter team.
Able to share any thoughts on Altimeter’s view of SentinelOne? I know you don’t own it but it’s multiple is right down there with RBRK on a growth adjusted basis. Thanks!