Santiago R Santos
@santiagoroel
founder @inversion_cap | posts are not investment advice
Joined August 2012
1.8K Following 133.7K Followers
Market always re-learns this
Recurring is not the same as re-occurring
Not all “recurring” revenue is created equal
Remember kids
When someone says ARR is not annual reoccurring revenue
It's annualized run rate, btw most this shit is 1 time and lumpy
