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Can you take the heat?

Can you take the heat?

Getting comfortable with cash burn

CJ Gustafson's avatar
CJ Gustafson
May 10, 2022
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Can you take the heat?
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TL;DR: With the markets returning to focus on cash flows and demonstrating a path to profitability, valuations are no longer linked to growth at all costs. If the past recipe for a premium valuation was three parts growth, one part profitability, the recipe seems to have shifted to two parts growth, two parts profitability.

The tweet below reminded me o…

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