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thanks for the insights! crwd seemed to be down because of its guidance, tough job in the current markets

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Jun 1, 2023Liked by Brad Freeman

love these updates ... thanks!

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Great summery, thank you!

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Do you have any thoughts on their magic number? More in-person events is fine, but it was definitely below 1 for the quarter, which means it will likely be below 1 next quarter (based on guide).

I'm guessing you're expecting this trend to switch in the back half of the year?

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Thank you--This is my first reading of your writings. I was glad to get more confirmation on this one. I've gotten out of a number of stocks today but not that one. And not Apple or Microsoft. Or AirBnB but not sure about that one. I see it's up for a deep dive! I need to really learn more before gambling as I do with stocks. With my work, I don't so much have the time. I appreciate it! I hold several that you have content here, so will explore. Based on your notes I got out of some Shopify at a loss...but not all.

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