Jon Ma - Public Comps

Joining Whale Rock 🐳

Hey Public Comps Family, I'm excited to announce that I’m joining Whale Rock Capital Management LLC [https://www.linkedin.com/feed/#] as an analyst to focus on investing in late-stage and growth-stage private companies. Incredibly grateful to be working with Jacqueline Wibowo [https://www.linkedin.com/feed/

Newsletter

Public Comps Dashboard 7/25/2021: Zoom + Five9

Public Comps Dashboard 7/25/2021 and analysis of Zoom + Five9 acquisition

Every Startup

Top 5 Dev Tools Every Startup Should Use in 2021

Top 5 dev tools every startup should use in 2021

S-1 Teardown

UiPath S-1 & IPO Teardown

UiPath is one of the fastest-growing software companies ever. We summarize the S-1 filing and walk through Ui Path's story, key metrics, product, market, competition, and valuation.

Marketmaps

The Rise of Retail Investors: The Retail Investing Stack in 2021

Retail investors are here to stay. Here are the tools fueling the investing landscape and opportunities are for founders and investors in 2021.

Investment Memos

The Bull Case for Zoom in 2021

Why post-pandemic, Zoom will continue to grow and power the modern hybrid workforce.

Investment Memos

The Bull Case for Bitcoin in the 2020s - A Macro Perspective

Bull Case on Bitcoin in the 2020s from a macro investor's perspective

S-1 Teardown

Snowflake S-1 & IPO - Teardown

Overview of Snowflake's S-1 & IPO. We review Snowflake's product, market, competitive landscape and benchmark the company's key SaaS metrics

#BlackLivesMatter

We stand in solidarity with the Black Lives Matter movement. The brutal and unjust murders of George Floyd, Breonna Taylor, Ahmaud Arbery are among countless others that happened before them and that continue to happen everyday in the US. These deaths are cruel, unnecessary, and unjustified. History teaches us that

SaaS Metrics

Sample Public Comps - Weekly Dashboard 3/20/2020

Here's a sample of the weekly dashboard we send our paying customers at Public Comps.

Earnings Teardown

Crowdstrike Q4'FY2020 Earnings - Teardown

Crowdstrike posted its Q4'FY2020 earnings ending January 31st, 2020. We go through the key metrics using Public Comps to benchmark Crowdstrike's performance.

SaaS Metrics

SaaS continues to get hit due to COVID-19 concerns. Here's why.

SaaS multiples are down 30% in the last month. We discuss why COVID-19 affects SaaS businesses.

Earnings Teardown

Zoom Q4'19 Earnings Teardown

Zoom is up almost 100% YTD in March 2020. The company announced its Q4'19 earnings ending

Earnings Teardown

Slack Q4'FY20 Earnings Teardown

Slack posted its Q4 FY2020 earnings and the shares went down almost 20%. We dive into the earnings results.

Marketmaps

Top 5 SaaS Tools Every Startup Should Use in 2020

We're a two person SaaS start up that's growing quickly and we pay for 25+ different SaaS tools. Here's our top 5 favorite tools that we can't live without.

Public Comps - Sample Weekly Dashboard 2/28/2020

For our paying customers, we send out weekly dashboards of what EV/NTM SaaS multiples are, what are best in class metrics, and analysis on earnings & IPOs.

S-1 Teardown

Procore S-1 & IPO - Teardown

We go through Procore's S-1 and use Publiccomps.com data to benchmark Procore vs other high growth SaaS companies.

SaaS Metrics

Why Product Led Growth Companies Win

What is and isn't Product Led Growth? Do PLG companies win? What tools to use if I want to be more PLG?

Marketmaps

Venture Capital Tech Stack — 2020

My favorite SaaS products for VCs

S-1 Teardown

Bill.com S-1 & IPO Teardown

We go through Bill.com's S-1 and benchmark the business against other high growth software companies

Marketmaps

Data Tooling Market — 2019

Today we give an overview of the state of data tools in 2019 as well as interesting opportunities for investors and founders that in the data tooling stack.

S-1 Teardown

Datadog IPO & S-1 Teardown

In this post, we summarize Datadog’s S-1. We benchmark Datadog’s metrics against its competitors and SaaS peers to contextualize why Datadog is such a phenomenal business.

S-1 Teardown

Slack IPO & S-1 Teardown

Slack (WORK) is going public. We benchmark Slack against the other fastest growing Public SaaS companies using our data platform from publiccomps.com.

S-1 Teardown

Crowdstrike IPO & S-1 Teardown

Crowdstrike is going public this Wednesday, June 12th. We wanted to provide a high-level summary of what Crowdstrike does in straight-forward terms and benchmark Crowdstrike against other Public Software companies. Summary of Crowdstrike 📝Description (ELI5): Similar to how Salesforce transformed the CRM market by leveraging the cloud, Crowdstrike thinks of

S-1 Teardown

Zoom IPO & S-1 Teardown

Here are 5 reasons why Zoom.us is one of the top SaaS companies .