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