Nnamdi - Breaking Apart the Rule of 40
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Schrodinger's Balance Sheet: When Equity Becomes a Liability
Friday, February 11, 2022
Preferred equity exists in a constant state of quantum superposition. It's neither equity nor debt, until it is. Schrodinger's Balance Sheet: When Equity Becomes a Liability Read on My Site
⚖ Introducing a New and Improved SaaS Metric: Weighted ACV
Thursday, January 13, 2022
ACV isn't as useful a concept as people think. We need a different SaaS monetization metric. Introducing a New and Improved SaaS Metric: Weighted ACV Read on My Site ACV, or average/annual contract
😮 Companies Rarely Grow Into Their Valuations
Wednesday, November 10, 2021
Companies don't catch up to their valuations; their valuations catch up to them Companies Rarely Grow Into Their Valuations Read on My Site Investors often justify high valuation multiples with the
📈 You Can't Eat Relative Growth
Thursday, September 30, 2021
In startup land, we talk way too much about relative growth. We'd do better to ground our thinking in absolute growth. You Can't Eat Relative Growth Read on My Site In 2006, Howard Marks, co-
💰 Do Wealthy Investors Have an Edge?
Thursday, August 19, 2021
The super-rich earn more on their investments than the rest of us. Something nefarious, or something else? Do Wealthy Investors Have an Edge? Read on My Site The super-rich earn more on their
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Monday, September 16, 2024
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