@Jamin excellent content and great inside in Saas growth to understand in multiples can we also post on India Saas Data which we have have big community here and they would be equally excited to follow .. Your Thought ?.We can help on some data points if you would need so ..Population is too large who's moved to Bay but local Founders are looking the data points as well ...
@Jamin - awesome content! Would be great if you could include nominal revenue in the comps analysis at the end to better contextualize growth / multiples.
@Jamin- completely agree that investors are pricing in heavy beats for the sector I’m general and I think there will be a lot of disappointment.
Also, looks like operating margins deteriorating (do companies even care about Rule of 40 anymore lol?)...I think companies are throwing money at S&M to chase growth as they get pressure from the street. And look at Adj. CAC Payback- pretty poor for many companies. @Jamin, what are you thoughts?
Thanks for the weekly reports! Will $LVGO be added to the reports?
@Jamin excellent content and great inside in Saas growth to understand in multiples can we also post on India Saas Data which we have have big community here and they would be equally excited to follow .. Your Thought ?.We can help on some data points if you would need so ..Population is too large who's moved to Bay but local Founders are looking the data points as well ...
@Jamin - awesome content! Would be great if you could include nominal revenue in the comps analysis at the end to better contextualize growth / multiples.
will do for the next one!
@Jamin- completely agree that investors are pricing in heavy beats for the sector I’m general and I think there will be a lot of disappointment.
Also, looks like operating margins deteriorating (do companies even care about Rule of 40 anymore lol?)...I think companies are throwing money at S&M to chase growth as they get pressure from the street. And look at Adj. CAC Payback- pretty poor for many companies. @Jamin, what are you thoughts?