Anyone have a contrarian opinion on a trend / investment theme going on in the private investing world, particularly tech investing? Feels like everything is painted in the “huge growing market with tons of white space” lens.

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I am currently in tech PE. I think technology investing is easily the best place to make money in both private and public markets. These companies have insanely high gross margins, revenue growth, and revenue retention. Additionally, they have the capability to pull the right levers and instantly change their operating expenses. It’s a completely different world than anything else. Also, fwiw, I’m not talking uber or Casper or lemonade, I’m saying companies like Cloudflare, crowdstrike, datadog, zscaler, salesforce, etc are the real deal.

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C1 did you just reply to yourself?

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