Digging into the Results of this Disruptor.
thanks for the insights! crwd seemed to be down because of its guidance, tough job in the current markets
love these updates ... thanks!
Great summery, thank you!
Thank you sir.
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?
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.