When SaaS metrics are a dime a dozen, how do you know if the juice is worth the squeeze?
Thanks for sharing, but the real Rule40 should take into consideration companies that are net FCF positive (excluding SBC).
I think CRWD is the only one in the list that passes
Thanks for sharing, but the real Rule40 should take into consideration companies that are net FCF positive (excluding SBC).
I think CRWD is the only one in the list that passes