#SaaS

Sam Thompson 🚀 Jetpack.so

ImSamThompson

Do you charge your customers monthly?You should double your prices.Yes, seriously.Here's why I know what you are thinking..."I will lose customers""People will be mad at me""Won't less people sign

Corry Wang

corry_wang

I can't post the whole report, but by popular demand, here are a few additional excerpts from my farewell note at Bernstein:(1/x)https://twitter.com/modestproposal1/status/1300483043006779392 2/ This note was originally my boss Toni'

Ian Gray

IanGrayLive

Valuation Thread for $DDOGYesterday I shared some of my thoughts on $DDOG (you can find the thread at the bottom of this thread).Today, I will be walking through why I

SouthernValue

SouthernValue95

Highlights from the 2021 Flexera "State of $MSFT's World Dominance" report, a survey of 474 large enterprises IT spending:https://info.flexera.com/SLO-REPORT-State-of-Tech-Spend?lead_source=PPC&utm_source=google&utm_me

Jon Ma

jonbma

Here's the bull case on Zoom 1/ At $3.1b ARR 366% y/y, Zoom is THE fastest growing SaaS company historically and currently Growth is COVID driven so the question is

Ivo 🔑

IvayloPashov

$MWK took a deeper look yday at what they do and the company seems .The opportunity is large. Third party seller business on platforms (Amazon, Walmart etc) is ripe for

Marko ⚡ Denic

denicmarko

GitHub repositories to improve your programming skills. 1. Free Programming BooksFreely available programming books.167kRepo:https://github.com/EbookFoundation/free-programming-books 2. AwesomeAwesome lists about all kinds of interesting to

Brian Casel

CasJam

Here’s my ‘20/‘21 post. The takeaways.Some (surprisingly) pretty good. Some progress. Some disappointment. First the personal front. Then business. 1/ Weird to say, but our 2020 wasn’t *that* bad,

Mounir Laggoune

moonlaggoune

[Thread] Investing in early-stage startups is notoriously difficult. How can one filter out the gems from the noise? Here is the 7-factor model that I came up with in order

Shortsighted Capital

ShortSightedCap

Great thread by @IgnoreNarrative https://twitter.com/IgnoreNarrative/status/1293010041126166528?s=20 Made me think of two great pieces of advice I've received from two very talented investors:“Investors make investing a lot more compl

🏹G4 🖤

G4Gautam1443

A review... of sasta copy of DKKATwo ducks sailing in calm waters..Turkey duck:Quack quack... Arjun mujse shaadi karo na..(duck pout)Bakra duck: Turkey I love you..matlab I mean I like to

Investing Canon

InvestingCanon

1/ Thread on Bill FoleyOver the last ~40 yrs, Foley has been one of the most successful investor-operatorsUsing the public markets Foley has built, invested in, and driven the growth

Alex Hillman @Home 💛🏡

alexhillman

I almost screamed at my phone “no!” as @leenyburger tells @mjwhansen that after hitting a milestone, she considered quitting. Our business students do self sabotage this way ALL THE TIME.

Wall St. Dropout

WallSt_Dropout

1/ Thread on Framing Customer Loyalty and Valuation:If we boil down the components of long-term cash flows, an investor is making an implicit bet on the customer loyalty of a

Ara Ghougassian

araghougassian

I've made and lost hundreds of millions of dollars building Technology Businesses, today I want to reveal my secrets.A Valentine's day on how to succeed in the real world

James

TSLAFanMtl

1/The benefits of increased localized production for $TSLA is not cumulative, its synergistic.- Much lower shipping costs- No tarrif costs- Localized supply chain ...all contribute to lowering costs of the

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