What is the investment thesis for NRR & SaaS Pricing (NR3)?

Datadog · ServiceNow · Snowflake · Salesforce — net revenue retention (NRR), four growth engines, owner economics, and SaaS pricing misalignment (R3).

What does the NRR & SaaS Pricing research report cover?

Executive summary, four NRR engines, DDOG/NOW/SNOW/CRM deep dives, AI platform, owner economics, valuation, moat, counter-arguments, games, red team, roundtable & 17 chapters

How comprehensive is this report?

100K-word deep analysis with 62 data tables, 13 charts.

Decoding Net Revenue Retention & SaaS Pricing Misalignment | 100baggers.club

Decoding Net Revenue Retention & SaaS Pricing Misalignment | 100baggers.club | 100Baggers.club