banzireen (banzireen)
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SAAS track is generally high growth. In our primary market, the revenue of many companies can maintain a doubling rate every year. Even large companies like SNOW can achieve a YoY growth of about 70% in 21 years when the macro is good. In the current adverse environment, I think that companies with a bottom growth rate of more than 25% are super awesome companies. If you understand these three reasons, you can understand why SAAS has been like a dead mother in recent years, because the growth is not good and the valuation is killed, and the company's fundamentals are fine! This is a growth rate chart I made with Ychart before: Then everyone's stock selection is very simple, choose whoever has faster growth, whoever has a lower NTM PS ratio relative to YoY Growth, and whoever has a good product and who has a bottom product.
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RT @modenetwork: 2⃣ @PRINT3Rxyz If you're looking to trade top assets like $BTC, $ETH, and $MODE with up to 50x leverage and stack up poin…
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RT @BTC_Alert_: 关于孙割 @justinsuntron 参与投资 $WBTC 的思考。 也是基于事物的对立面去把握事物的统一的一个思考方式。 MakerDAO (DAI)@MakerDAO 对控制权转移表示担忧，并指出 WBTC 构成风险，导致他们减少在相关…
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I really, really want this pair of shoes 👟! https://t.co/SScmp7zuPw
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