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#Salesforce
Andrew Case 🥞
andrewbcase
In the late 90's, two 27 year olds built and sold Hotmail for $400 million.The craziest part?They raised only $300k and were acquired in under 18 months.Here’s how they did
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Stacy Rasgon
Srasgon
Might be a bit stream-of-consciousness, but I thought a "How to Succeed on the Sell Side" thread might be of interest. I'll leave it pinned, and add to it as
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julien
julienchien
Been reading some tech/SV history, and got intrigued by the different naming trends through the years. It's really interesting that each "era" has their own naming trends.so, a not super
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TY FRANKEL
THETYFRANKEL
**THREAD** HOW TO BUILD AN IDIOT-PROOF PROCESS Quick masterclass on how to build the foundation of any companyKeep Reading You're lucky, I'm giving you this for free...Usually charge $350+/hr
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Jon Hook
jonrice80
1/15 Despite its recent run up, $RMNI still only trades at 1.7x 2021 ARR & 3.4x EV/Gross profit w/ growing operating leverage. Here is a thread of what I’m looking
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Andrew Montalenti
amontalenti
Something I think a lot about nowadays as a CTO-turned-product-manager is what I've started to shorthand as the "product surface area" problem. I'll explain what I mean in this thread.
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Gibson Biddle
gibsonbiddle
1) Another product strategy topic I am focused on: the difference between building consumer & enterprise/B2B SW. I hope there will be lots of comments/chatter around this thread as my
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Gregg Johnson
gregg_johnson
@qualtrics went public today in a very successful $1.5B IPO. But beyond “doesn’t their CEO own the Utah Jazz?” and “didn't @SAP buy them?” -- a lot of people don’t
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Mukund Mohan
mukund
1. $CRM: Overview: Salesforce (NASDAQ: CRM) is a leading Software-as-a-Service (SaaS) company, with a 20-year history of cloud-based customer relationship management (CRM) delivery. For FY21 CRM will post ~$21B in
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Brandon Beylo
marketplunger1
[THREAD]J.P. Morgan released a 100+ page CIO survey. The theme: Cloud Computing & Digital SuperpowersI read it so you don't have to. (H/t to @saxena_puru for covering some of these
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Dan Hockenmaier
danhockenmaier
Most strategy books are a waste of time, but 7 Powers by @hamiltonhelmer gave me a genuinely new mental model for thinking about how to build a moat.Here is a
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Secret Capital
SecretCapital_
Thread on data centersCloud computing, over the top video consumption (Disney+, HBO max, etc), online gaming and connectivity apps are driving massive global demand for data center capacity.Data centers are
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Mann Sanatani
reachnmn
Let me explain this WHY in a detailed thread @StringReveals @vijaygajera Big Tech is connected to Soros. Twitter is an opinion sharing platform managed in the background by a team
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your broker
yourMTLbroker
Some thoughts on Home Depot, which is up 1,250,450% since going public in 1981, or 27,4% CAGR.$HD Home Depot is the world’s largest home improvement retailer. They offer customers a
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Matt
matt_invests
nCino $NCNO -> $69.33, MC $6.7B, P/S 36A single end-to-end cloud-based solution that enables financial institutions to increase transparency, efficiency and profitability while ensuring regulatory compliance.I am long $NCNO Brief
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Fr. Robert R. Ballecer, SJ
padresj
Early on I, like most of the tech press, framed privacy concerns of the Internet economy as "trading advertising for services."I was slow to realize that our private info wasn't
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