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 : )
That’s a fantastic idea, Luke. I think combining both data sets onto one scatter plot graph (different color dots) would highlight the patterns. And it would help me get them onto one plane for easier comparison. Love this idea. If I do a refresh of the data in a few months I’ll def do this
Great read, CJ. This article, written some time ago, is a great complement to yours: https://stratechery.com/2019/what-is-a-tech-company/
This is awesome. I love Stratechery but never read this. Thanks for sharing Anton
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 : )
That’s a fantastic idea, Luke. I think combining both data sets onto one scatter plot graph (different color dots) would highlight the patterns. And it would help me get them onto one plane for easier comparison. Love this idea. If I do a refresh of the data in a few months I’ll def do this