SB Capital
Subscribe
Sign in
Home
Archive
About
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
•
SaaSquatch
2
Share this post
Sprout Social Writeup
saasquatch.substack.com
Copy link
Facebook
Email
Note
Other
1
April 2021
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
•
SaaSquatch
1
Share this post
Life360 Long Thesis
saasquatch.substack.com
Copy link
Facebook
Email
Note
Other
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
•
SaaSquatch
Share this post
Rants on i/p/saas, internet, and dtc equities
saasquatch.substack.com
Copy link
Facebook
Email
Note
Other
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts