Hidden Margin Deterioration?
Very nice analysis
Great work
Could you run $UPST through the model? Would be curious to hear how they compare.
Great piece. Now curious to replicate this and look at the details myself --
How are you defining the "software companies" universe?
Stock Comp in Software
Very nice analysis
Great work
Could you run $UPST through the model? Would be curious to hear how they compare.
Great piece. Now curious to replicate this and look at the details myself --
How are you defining the "software companies" universe?