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 […]
Today, an all star consortium of investors announced a $100M fund dedicated to Solana gaming. This is a big deal. It can kickstart blockchain gaming on Solana significantly. The investors, including FTX and Lightspeed, represent the cream of the crop in crypto investing. Here are three of the top Solana gaming companies to watch. Faraway […]
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 […]
In 2012, Tim Brown retired after 6 years as a professional soccer player. Today, his company IPOs for over $2B. What a story. Stick around for an IPO valuation analysis at the end. The Allbirds Story Post retirement, Tim went to the LSE. Then he met his co-founder. Joey Zwillinger had graduated from Wharton MBA […]
The private $100B company is rewriting the product growth playbook We are all at least 25% more interested in Stripe because we cannot get a peak under the hood. This has made for the stuff of several amazing profiles. But, what exactly is its legendary product strategy? What lessons can product leaders take from Stripe? […]
This one-time dorm room startup is now set to IPO for over $1B. And it’s not a software company! What do you need to know about $SG now that the Sweetgreen S-1 has dropped? Learn the amazing story of this salad chain, which gets 68% of its revenue from digital channels. The Founding Story In […]
WeWork – $WE – is a public company now. What happened in the two years between pulling its initial IPO and eventually going public? After the IPO was pulled, Softbank stepped in, and Adam Neumann was pushed out. Originally the reporting was a $1.7B price tag. But, after all was said and done, Adam received~$845M […]
Eren Bali has built not one but two multi-billion dollar companies – Udemy and Carbon Health. His story is fascinating. Udemy Eren grew up in a small village in Turkey. As a kid, he kept his asking his parents for a computer. Finally, in 1998, as a teenager, Bali’s family got a used computer. Eren’s new […]
We’ve all heard the bear case on Rent The Runway ($RENT post IPO), but what about the bull case? 🐂 1: Covid Rebound Value2: Strong Team3: Organic Grower So we understand, what are the most compelling parts of the bear case?– Declining revenue– Tough unit economics with inventory costs (clothes wear and need to be procured)– Weak […]