Sublime
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Investors tend to underappreciate the interaction of levers behind price returns.
55% sales growth paired with 70% margin expansion is a 2.6x. Compound this with 66% multiple expansion results in a 4.4x.
Too many investors focus on just one or two of these levers. https://t.co/4MpynmZp5v
Show me a business with 5-year CAGRs of:
Revenue 54.5%
Net Income 74.6%
Free Cash Flow 82.5%
Earnings Per Share 68%
With ~4% dilution CAGR.
Evolution Ab is one hell of a business.
$EVO.ST $EVV... See more
Customer.io’s 131% net dollar retention is comparable to Front (137%) and in the top quartile of IPO’ing companies
Jan-Erik Asplund • Customer.io: The $400M HubSpot of Product-Led Growth
Strong Early Traction. After a successful beta, Swaypay has 60 retailers on board for its Q4 launch and is targeting 200-300 by end of year.
Packy McCormick • Swaypay: Not Boring Investment Memo
is growth trajectory. Not every company in an industry has the same potential to grow. If we expect our startup to double revenue each year for the next several years, we’d expect a higher multiple than a more mature company that might be doing well to grow 10% year over year.