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But DDOG and TTD and CRWD and NET are probably all largely doing business as usual. TTD should actually see their growth accelerate this year. But given their 40-ish multiple, how am I supposed to see a rational and reasonable path for them to double quickly from here?

Answer, imo, is that I shouldn't, and that perhaps more multiple contraction is in the cards.
Reversion to the mean is a powerful force.



Oh indeed...

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