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VOICE ARCHIVE

@caffeinatedinv1

@caffeinatedinv1
2 posts
2020-12-28
Been wondering for some time, does Marathon's Capital Cycle theory not apply to SaaS players? Effectively ppl are expecting them all to fight the fade due to a sust. compet. adv? Some will for sure, but all or even most? https://twitter.com/...
2020-12-28 View on X
Financial Times

Study: the median valuation for SaaS companies raising their Series C rose by 40% to $210M this year, while their median revenue grew 20%

Miles Kruppa / Financial Times : Tweets: @outsidadgitator , @julianklymochko , @trengriffin , and @caffeinatedinv1 Tweets: @outsidadgitator : 2)the shift to work-from-home has add...

2020-12-24
I obviously understand Square even less than I thought I did... https://twitter.com/...
2020-12-24 View on X
Bloomberg

Source: Square has held talks to acquire music streaming service Tidal, which Jay-Z acquired for $56M in early 2015

- Streaming music platform has struggled to keep up with Spotify  — Dorsey has met with Jay-Z multiple times during the pandemic  —  Square Inc., the digital-payment …