Really thoughtful way of breaking out the two peer groups - never thought of creating sample groups like that!
I wonder if scatter plots using combinations of the bar charts above might be informative for finding outliers or highlighting groups of similar companies for alternative sample groupings : )
Great read, CJ. This article, written some time ago, is a great complement to yours: https://stratechery.com/2019/what-is-a-tech-company/
Really thoughtful way of breaking out the two peer groups - never thought of creating sample groups like that!
I wonder if scatter plots using combinations of the bar charts above might be informative for finding outliers or highlighting groups of similar companies for alternative sample groupings : )