Clouded Judgement 12.1.23 - Net New ARR Starts to Rebound + AWS ReInvent Recap
Clouded Judgement
DECEMBER 1, 2023
Subscribe now Amazon ReInvent This week Amazon had their annual AWS ReInvent conference. ” AWS fully embracing the breadth over depth approach. Looking at the mid to long term, we feel very optimistic about the outlook for strong AWS growth. I created this subset to show companies where FCF is a relevant valuation metric.
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