7 Comments

Coupa median CAC payback... How much is Thoma Bravo looking at that figure and thinking about slashing S&M spend. Always a great read thanks for the insights.

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As always your analysis is Stellar, a valued and welcomed perspective and fact based input for me weekly. Thank You you never cease to amaze. Your commentary and detail on explaining the relative importance of your metrics and findings is really solid Gold.

Again thank you so much!

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Unbelievable end of quarter analysis. This is exactly the type of content I look for in investment books but never seem to find. Thanks for letting us know what you look for and how to calculate it Jamin, I look forward to reading for many more years. Happy Christmas!

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Spectacular!

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Amazing analysis Jamin! The detailed data aggregating all of these metrics is incredible. We’re clearly seeing every company becoming incrementally more cautious as they see headwinds start to affect the business. However, compared to other companies, they all still have massive secular tailwinds at their backs long term powering them through!

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Hi there, thank you so much for the detailed analysis you share on an ongoing basis. I am extremely interested in reviewing the raw data. How may I access the same?

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Any update?

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