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Snowflake is one of the most talked about stocks in the data space, but it’s trading at over a 200 P/E. It’s also the most recent addition to my portfolio. In this video we do a deep dive on Snowflake’s stock, talk about the things I liked and didn’t like, and why I thought it was interesting enough to add to my portfolio.

00:00 Understanding Snowflake’s business

05:43 Snowflake’s growth story

07:05 Competition & Risks

11:26 Operations & Valuation

14:22 Overall thoughts