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At our Q3 rebalance, Snowflake ($SNOW) was added to the NDI-FutureTech portfolio. Earlier in the year, it was on our radar, but at 20-30x EV/S, investors were pricing SNOW to perfection, expecting flawless execution without any hiccups, for...
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Tech equity research that truly understands product, architecture, and vision. SaaS companies related to cybersecurity, data management, and productivity. Visit convequity.com for Premium content.
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