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Interesting to think about Will’s “rule of 10” applied to public...

@patrick_oshag
Patrick OShaughnessy@patrick_oshag
11 views Apr 20, 2026 ~1 min read
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Interesting to think about Will’s “rule of 10” applied to public markets

Gross (logo) churn + EV/EBITDA < 10

Guessing very few public companies that fit that bill. Know of any?
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