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using fast linear calculation your assumption are ok.what...

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    using fast linear calculation your assumption are ok.

    what happens when a SaaS model revenue slows growth to 10% qtr on qtr or 45% YOY of growth does the 10x revenue multiples still holds ?
    what if market gets more defensive in times of high inflation and gives higher multiples to Div defensive comp, and reduces evaluation on growth which may be an obsolete in few years time. Netflix just dropped 30% as an example of falling out of favour and so did Appen APX a few months ago.

    i prefer for my own sanity to always lower my expectation and cut SP growth to half of the annual PCP growth,so 70% growth YOY translate to 35% SP growth YOY.

    interesting will be to add to DSE S Price prediction an additional bolt in acquisition of 15 mil expense which will add another 4-6mil annually to DSE ARR .
    so assuming it was done this june qtr, one can look at 19 mil ARR by june based on organic growth plus 5 mil of ARR through M&A and that may stimulate the SP substantially.
    All speculation and only time will tell. Good luck to all.
 
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