Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Market Thoughts What a week. The 10Y is back up to 3.3% and the median software multiple is back to its June lows. After Powell spoke last Friday
Love reading your weekly updates. Thanks for publishing such actionable insights into growth companies and their valuations.
The macro message you outlined is verbatim what Ackman presented to the FED on July 13th