@stoic_point · Exit BSP

Stoic Point Capital Management@stoic_point

Agreed. Very confusing why mkt celebrates $BSP doing these deals as if they are getting a steal and the peak valuations of what acquire ever mattered (maybe they do to VCs). Sprinklr $CXM is down 80% from its peak today as OP points out.

Jamie Quint@jamiequint

Multiple years of ~5% ARR growth will do this to you. Arguably a great deal for the company if you comp to Sprinklr at 1.5x or PagerDuty at 2x, both of which likely have higher gross profit %.

Read asExit BSP

Since the call—

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Medium · 0.80Confidence

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