Kellblog Predictions for 2022
Kellblog
DECEMBER 27, 2021
My point was that this is normal and healthy: you can long Miami and Austin without shorting Palo Alto which, by the way, would have been a bad idea in 2020. Hit, depending on what you mean by “top” [3], but my real point was the NDR would replace churn rates as a method for valuing the installed base and I think it has.
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