6/7/24 - $brze - taking a look. but can't do valuation. need 20s6/7/24 - vrockstar - NASDAQ:BRZE - a lot has happened since i wrote a private comment to myself before the previous results at the end of March. basically software is unownable from a factor perspective unless rule of 40 is really rule of 50 or 60... and you're scale... and mgmt can articulate why