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DDOG - PagerDuty Earnings Review And The COVID-19/Y2K Parallel (Podcast)
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There’s the school of thought that price is truth. That whatever your analysis might say, ultimately what the market is saying matters more. You can’t pay your bills with intrinsic value, after all.
I think the topic is worth further exploration. To be brief here, I think that in portfolio management, price is very close to truth. The price of