Clouded Judgement 9.29.23 - Rates Keep Going Up
Clouded Judgement
SEPTEMBER 29, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. Given those two data points alone I’d expect the median multiple today to be closer to 4x! The reason for all of this - the Fed reserve’s the right to change their mind / policy based on the data, but the problem is the data is lagging.
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