#PAyback

Septum Capital

Soumyazen

$SKLZ Getting queries as to why I said Skillz is the best business model I have seen in recent times. Show me a business operating at 95% GM, 4 month

Caitlin Bolnick

caitlinbolnick1

Often I see CAC:LTV prominently featured in pitch decks, but we rarely look at this metric opting instead to examine payback. Similar, but slightly different...Why? See below for thread on

Elizabeth Yin

dunkhippo33

Today's tweetstorm is a continuation of thoughts on lifetime value (LTV). Here's yesterday's for context: Read on >>https://twitter.com/dunkhippo33/status/1354569834881662977?s=20 1) A big q that I get asked a lot about is

Brendan McPhillips

BrendanMcP

It’s certainly fun to write that Trump disinviting the Eagles to the White House is what pitted our city against him, but the real first shots fired by Trump against

Stone

StoneAtwine

A thread for fellow founders about unit economics and KPIs to obsess about. If you’re building for the African market, I implore you to focus on your numbers. This my

Laura Rozen

lrozen

Doesn’t everyone at some level get that the reason for Trump’s announced decision to pull US forces from Germany is because Merkel doesn’t kiss his ass. The stated reason, that

Eric Hittinger

ElephantEating

I wanted to offer some math on the *economics* of electrified container ships. This @VaclavSmil article does a good job of describing the technical challenges, but doesn't get into cost/benefits,

Elizabeth Yin

dunkhippo33

Today, let's talk about lifetime value (LTV). Here's a thread on how to think about it as a business ownerRead on >> 1) What is LTV? It's how much a

Jonathan Rubin

jonnyrubin10

Price targets for growth stocks are meaningless in this day and age. I believe the table is set in an unprecedented way. The “PE” ratio on the 10 year treasury

Ted Corcoran (RedTRaccoon)

RedTRaccoon

I should run for US Senate in North Carolina just to troll Lara Trump on a debate stage. Fun fact, I was politely asked to leave Senator Burr's office after

Brandon Brooks

OfficialBBrooks

Talked with two different startups this morning. One was a white founder & the other an underestimated founder. The convo on how they raise money was two completely different conversations.

Christina Warren 🍑

film_girl

I have too much other stuff to do today but the conspiracy fiction that Citadel blocked GME on Robinhood to get payback for Melvin is sheer stupidity. Good explanation here

Yasmin Razavi

YasminRazavi

For early stage SaaS companies looking to raise future growth rounds, here's what growth stage funds typically ask to see for diligence. I am sharing what I send to friends

Stacy Cashmore

Stacy_Cash

Yet another fantastic thread from @GeePawHill!I really look forward to these Sunday evening muses :)This one has no much in it that resonates with me!Sorry for linking directly into the

Social Finance, David Hirshleifer

4misceldah

1/ I’m studying economic and financial fallacies. Could you help me out, #Econtwitter and #Financetwitter ? I’d like to build a collection of clear-cut examples. Ground rules: 2/ Needs to

Point to Point Hockey

PTPHockey

I don't see this happening.https://twitter.com/BOSHockeyNow/status/1350194413100806149 I think org is either ridiculously mistaken in evaluating their own D or just shafting Yandle here somewhat out of spite over last few years

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