Composecure $cmpo take a look!

Market update

Yep, we wrote on twitter mid December the headline for 2022 would be “the death of the p/s ratio”.  It was bound to happen with the Fed removing liquidity and rates backing up.  You can never time this type of rotation perfectly, but you need to, on some level, respect 20-40x sales isn’t normal.  It is completely nonsensical unless you are crystal clear…