Northern Growth

Searching for unsustainable yields

[Northern Growth @NorthernGrowth8]

@chat_SBC multiple re-rate

[Northern Growth @NorthernGrowth8]

@BucknSF lol

[Northern Growth @NorthernGrowth8]

@GlenKacher @knbrmurph 😂

[Northern Growth @NorthernGrowth8]

@GlenKacher @knbrmurph Is it me or did Mac jones look better?

[Northern Growth @NorthernGrowth8]

@S_curvecap @SouthernValue95 wow disagree

[Northern Growth @NorthernGrowth8]

@chetanp Chetan stop doing this. They’re taking contracts with poor economics on deals that others have passed on

[Northern Growth @NorthernGrowth8]

@BrendanFoody @mercor_ai selling a dollar for 50 cents is not impressive

[Northern Growth @NorthernGrowth8]

@BrendanFoody How are your margins?

[Northern Growth @NorthernGrowth8]

@S_curvecap @bgurley remember when lina khan was bragging about the figma ipo

[Northern Growth @NorthernGrowth8]

@S_curvecap Better that way

[Northern Growth @NorthernGrowth8]

@dalibali2 tell him to not blow people up every quarter

[Northern Growth @NorthernGrowth8]

@S_curvecap @viggy_krishnan @losaturnalia what do you mean by this # of winners in sw don’t seem crazy to you?

[Northern Growth @NorthernGrowth8]

@S_curvecap You thought they were gonna beat prod revs by 5%? nice work. honestly just a valuation argument at this point

[Northern Growth @NorthernGrowth8]

@TechFundies upside of -9% lol

[Northern Growth @NorthernGrowth8]

@DownSideCapped @CapitalCold how are you bridging it?

[Northern Growth @NorthernGrowth8]

@DownSideCapped @CapitalCold i don't really understand how they guided to what the guided in 2H NNARR and then trying to bridge that to back half revs?

[Northern Growth @NorthernGrowth8]

@bumUndiscoverd @phoenixvalue dude i remember that. and in early 2021

[Northern Growth @NorthernGrowth8]

@S_curvecap @buccocapital This is a nice time to pick up msft tbh

[Northern Growth @NorthernGrowth8]

@BucknSF @matt_slotnick lol this is pretty smart. gets to say $500B headline valuation while getting actual primary in at $300

[Northern Growth @NorthernGrowth8]

@matt_slotnick Yes still around - team ~same