PERSON DIRECTORY
Shomik Ghosh
Shomik Ghosh appears in 2 indexed conversations across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
2 EPISODES1 SHOW
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Shomik Ghosh's $CWAN bull thesis
Clearwater is priced as an integration accident, while its cloud-native shared data layer could connect Enfusion, Beacon, BISTRO, and legacy Clearwater into a front-to-back investment platform.At about $19.20, stabilizing Enfusion’s 92%-94% gross retention could move growth from 13% toward 15% before cross-selling, but sponsor selling and growth-linked acquisition incentives keep execution and governance unresolved.