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Drawing Capital Research
Revenue Mix Matters [Premium Subscribers]

Revenue Mix Matters [Premium Subscribers]

Weekly updates on the innovation economy and market commentary.

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Drawing Capital
Apr 18, 2025
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Revenue Mix Matters [Premium Subscribers]
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Key Highlights

  • Changes in a stock price are mostly driven by either changes in multiples or changes in financials.

  • In the near-term, the stock prices of many growth stocks are sensitive to revenue grow…

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