When it comes to legendary cultures, and small teams redefining industries, Supercell is a shining example. Last week, The Information reported Tencent is in talks to buy out the remaining 16% of external investors in the Finnish gaming super company. In the process, it plans to mark up Supercell’s value to $11B. Supercell only employs […]
After its stellar IPO debut last year – with shares popping 92% on the first day – many of us expected DoorDash to face tough comps this year. It seemed like the company had priced in all the growth it could handle valued at 24x sales. After all, this was a delivery company, not a […]
Since Apple introduced the world to podcasts in June, 2005, the medium has been on an unstoppable ascent. That same year it was New Oxford American Dictionary’s Word of the Year. By 2006, 11% of Americans 12+ tried listening to the bite sized audio delivered over the internet. Today, that number is 57%. And more […]
The Tragedies That Await Contemporary climates have already reached 1 centigrade above preindustrial levels. If this trend continues, tides will continue to rise. The first impact will be beachfront properties going under water. Miami beaches will retreat miles. Eventually, Bangladesh and the Maldives will be swallowed by the Ocean entirely. “Hot house earth,” with 3-4 […]
The Fastest Horse in the Race When Jamin over at Clouded Judgment took a look at the latest quarterly results of all the public SaaS companies, one company’s revenue growth stood out as far above the rest: That is quite a remarkable feat. In an industry filled with fast growers like Snowflake, SentinelOne, and Datadog, […]
Nubank is one of the buzziest FinTechs around. Over the last three years, it grew from 3.7 million customers to 48.1 million customers. That’s a 100% CAGR in new customer additions. It looks like your typical exponential hockey stick: For size perspective, Bank of America only has 40.0 million digital active users of its consumer […]
If you had to pick a single pandemic stock, Square might have been it. A relatively counter-intuitive pick given the primacy of its offline card reader business, Square gained about $80B in market cap between February 2020 and February 2021. But where the rise is swift, so tends to be the fall. Square was no […]
What if I told you there was a public SaaS company growing at >60% per year, more than twice the growth rate of its peers, that spends more on product development than sales & marketing? This same company has more than 7x’d its enterprise value since IPO. Lined up against the other best SaaS companies […]
PayTM, now IPO-ing, digitized payments for 333M Few apps change how an entire nation behaves. PayTM can claim to have done so by helping India digitize its payments. 11% of India’s 1.38B people have paid with PayTM in the last 12 months. As many people have PayTM wallets as live in America. Behind any such […]
Nissan Deliveries 2020 – 4.1M. Market Cap – $20B. Kia Deliveries 2020 – 2.6M. Market Cap – $30B. Hyundia Deliveries 2020 – 3.7M. Market Cap – $44B. Rivian Deliveries 2020 – 0. IPO Market Cap – $55B A breakdown of the 4th largest IPO ($RIVN) of the decade: THE RIVIAN STORY FOUNDING. The story begins […]