dennus
@dennus
Here I found a recent graph drawn by Jamin of Altimeter, NTM Revenue Growth vs NTM PS Ratio, and circled the one I had previously listed as an observation target. The ones on the lower right corner of this line are relatively cost-effective targets. However, this is still relatively static. In fact, my guess is that the growth rate of these SaaS will rebound significantly next year under the macro tailwind. Think about how to value an MDB with a growth rate back to 30%+ and a SNOW with a growth rate back to 45%-55%?
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