Spruce Point's short report on WIX: 13 points I disagree withYesterday a renowned short-seller called Spruce Point Capital (SP for short) published a short report on Wix. I'm very familiar with Wix:...
Innovation vs. the retail apocalypse: the future of brick & mortar as the "edge" of thI grew up in a small town in Northern Maine where my family has owned an eponymous store selling grocery and apparel for over a hundred...
Why EV/Rev is almost always the wrong way to value companiesIn a previous post, I wrote about why investors in SaaS companies feel forced to use EV/Revenue to value them. With profits absent and a...
How we wound up using EV/Rev to value high growth tech companiesAs an investor in publicly traded SaaS companies, valuation was a primary concern. Again and again, I met with companies with "stories"...