FreeSoftware & SaaSSNOW3 min read
The SNOW cohort data nobody cites
SNOW chart · D
The thesis
Durable growth plus FCF margin is a profile the market still discounts.
The margin story is arriving faster than guidance implies as efficiency sticks.
What I'm watching
- SNOW NRR vs last quarter
- FCF margin trajectory
- A clean move through the level I flag below
Positioning
Long on SNOW, 6-36 months horizon. Conviction: High. Multiples are sentiment-sensitive here — defined risk only.
Opinion, not investment advice. The author may or may not hold positions discussed.
Drag the grip on a chart or video card to move it · click the chevron to collapse.
Comments
0 commentsBe the first to comment.