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Posts by Paul Sherriff

#NailedIt

2 years ago 1 0 0 0

Strange metric if you consider the implied conditions for rounds being done beyond the initial founder dilution

Series 1+ rounds getting diluted more aggressively - not a win

Sad flex

2 years ago 0 0 0 0

This earnings season going to need to do some heavy lifting

Not sure we are pricing the possible reverse operating leverage from sticky input inflation, slowing toplines

2 years ago 1 0 1 0

He is the markets version of distilled cognitive dissonance

Truly hard to fathom

2 years ago 0 0 0 0

he looks like a boiled chicken sausage

2 years ago 1 0 1 0

I'll just end up reading sell side research again

2 years ago 1 0 0 0