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Sprout Social Writeup

Short Thesis: COVID Pull Fwd Brings Tough Growth and CAC Comps for Non-Sticky Application SaaS Player Trading at >13x CY22 Sales

Jul 11, 2022 •

New

Life360 Long Thesis

How a change in offerings for a freemium consumer app with strong organic customer acquisition advantages could increase its TAM and improve retention…

Apr 15, 2021 •

Rants on i/p/saas, internet, and dtc equities

Welcome to SaaSquatch by me, SaaSquatch. I cover i/p/saas, dtc, and internet companies My general long thesis looks for positive inflections in how a…

Apr 15, 2021 •

SB Capital

Rants on i/p/saas, internet, and dtc equities

SB Capital

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