Clouded Judgement 5.31.24 - Software Sentiment Crumbles
Clouded Judgement
MAY 31, 2024
And the promise of the software business model is as companies mature and go out of growth mode the profits will show up. The recurring nature of software companies (who can keep net retention above 100%, and ideally above 110%) really creates great businesses. Coming in to Q1 there was broader optimism.
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