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Adam's avatar

Great post as usual. Spotted a small typo in the last table for LivOngo

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Arun's avatar

seriosuly?

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Scott's avatar

Fantastic post and great insight on the cloud market in general. I tend to agree with how Secular Growth Stars will emerge as clear category winners. Keen to see how earnings shake out this month and next and if we see pullback in valuations.

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Kurt Daniel's avatar

Nice post!

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