Yesterday, I shared a post about technology and software company valuations (see here). It included my back-of-the-envelope process for valuing companies. Today, I had several conversations with friends who read that post and are similarly interested in some of the companies because their valuations are attractive. I hadn’t planned on that, but it was a nice, unexpected benefit of sharing my thinking publicly. My takeaway is that I should share more of my thinking and analysis publicly because doing so sparks interesting conversations with people who are thinking along the same lines.