Sublime
An inspiration engine for ideas
John Cradock
@jdcradock
Clearly the numbers in finance are causally dependent on one another and take place in a world in which time has a direction.
Sacha Meyers • Bitcoin Is Venice: Essays on the Past and Future of Capitalism
Jamie Gutfreund
@jlgthoughts
From Wall Street to Main Street: how Avenue One connects local pros with institutional capital
jbrec.com
Each week I provide an update on Valuation Multiples and SaaS Metrics
TL;DR: Multiples are FLAT week-over-week.
Top 10 Medians:
EV / NTM Revenue = 12.3x
CAC Payback = 23 months
Rule of 40 = 48%___LINEBREAK... See more
Price is the maximally compressed signal of economically relevant information.
Sacha Meyers • Bitcoin Is Venice: Essays on the Past and Future of Capitalism
In the words of Bill Gross, who runs the world’s largest bond fund at the Pacific Investment Management Company (PIMCO), ‘bond markets have power because they’re the fundamental base for all markets. The cost of credit, the interest rate [on a benchmark bond], ultimately determines the value of stocks, homes, all asset classes.’