Smartsheet Stock Discussion

$Smartsheet (SMAR.US)$ being purchased for $8.4b - 7x CY24 sales / 36 FCF.  6x CY25 sales / 29x FCF.  Yowza.
SMAR is the "higher-end" work management SaaS solution that 1) has a ton of competition, 2) faces the existential $Microsoft (MSFT.US)$ deathstar risk, and 3) may need to navigate AI risk as it is a workflow solution.
Company has been decelerating rapidly to the mid-teens (net rev addition of 216m in CY22, 191m in CY23 and estimated 161m in CY24).  Let's say the 84% GM is sustainable, R&D ca...

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