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The Rise and Rise of Nvidia: AI Breakthrough or Bubble?
Many Happy Returns
Exploring the 'Rule of 40' for Software Companies and Valuations
Exploring the 'rule of 40' which emphasizes the importance of a software company's revenue growth rate and profit margin exceeding 40%. The chapter highlights how this rule provides flexibility in profit margins based on growth rates, contrasting it with the traditional use of total addressable market for valuation.
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