I will add EV/FCF for next iteration, but the biggest takeaway for me is not that $SHOP looks expensive, but that $CRM sure looks cheap, especially on a relatives basis.. $MSFT, $SAP, $ORCL, $VMW, $TEAM $ADBE $CRM $INTU $SHOP $NOW $ADSK #Software #SoftwareValuation #TMT #Value https://t.co/AnUUL6EAPp