Bookings is a proxy for revenue, not for the volume of...

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    Bookings is a proxy for revenue, not for the volume of transactions facilitated.

    I've posted before extensively in these threads why I think this is indeed a $10b+ valued company at scale, David and management are hunting a big game, and they've consistently proven themselves exceptionally good beating every target they've set.

    Anyway DYOR.
 
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