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  "documentTitle": "Eminence Pluralsight Presentation February 2021",
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  "presentationDate": "2021-02-01 00:00:00",
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  "notes": "Uses annotations to highlight 'Sales force execution issues' and 'COVID impact' as temporary headwinds.",
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      "kind": "callout",
      "text": "Management guided to 12-13% billing growth in 4Q20 on the November earnings call, then revised it to 17-18% after the Vista transaction was announced",
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      "text": "Why would management sell Pluralsight when billings growth is at cyclically trough levels, impacted by COVID and recent sales force execution issues, just before performance seems to be inflecting?",
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      "text": "Source: Bloomberg, Company Filings",
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