Gokul Rajaram says software companies growing below 20% should be valued at 10-30x EBITDA or free cash flow, not ARR multiples. He argues only businesses growing above 30% deserve richer valuations, and says Miro looks fairly valued under that framework.
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Gokul Rajaram says software companies growing below 20% should be valued at 10-30x EBITDA or free cash flow, not ARR multiples. He argues only businesses growing above 30% deserve richer valuations, and says Miro looks fairly valued under that framework.
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