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ESW #270 - Dan Allen & Will Lin

Enterprise Security Weekly (Audio)

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Is There a Perception of a Company That Writes Itself Down?

Aboto getrye: We're approaching 60 unicorns in security. They all can't have ipo exits, a, you know, crazy late stage a a funding. And so inherently there are going to be there's going to be correction. But i think it's pretty easy to say that if valuation isn't growing as growth isn't happening as fast as g p, theoretically things are undervalued and vice versa.

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