A collection of 10 posts
2020 year in review.
👋 Public Comps Customers 👋1️⃣ SaaS Stock Prices vs. Benchmarks 📊Change since bear market start (2/19/2020): ZM: +392%Top 10 SaaS: +102% Bessemer Cloud Index (EMCLOUD): +50% B2B SaaS: +33%S&P 500: +2%Change in the past week: ZM: -9%Top 10 SaaS: -8% Bessemer Cloud Index
We break down FSLY's Q2 Earnings
Using an 85% growth persistence estimate for revenue produces more accurate results than the analyst estimates.
Here's a sample of the weekly dashboard we send our paying customers at Public Comps.
Anaplan: a resilient, mission-critical, recurring revenue B2B software company pioneering the future of connected planning.
SaaS multiples are down 30% in the last month. We discuss why COVID-19 affects SaaS businesses.
Investment memo and predictions for Twilio in 2020
What is and isn't Product Led Growth? Do PLG companies win? What tools to use if I want to be more PLG?
The due diligence process can seem like a black box at times, especially for first-time founders. Here are the metrics that matter most.