Strategy · 9 articles · Asked 0×
Beat and Raise Framework
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- Software Investors: Shoot First, Ask Questions Later
- Why "RPO" Sent Oracle Stock to the Moon 🚀
- Clouded Judgement: A Look Back at Q1 '25 Public Cloud Software Earnings ·
- IPO on the Horizon? Find Your Finance Head to Lead the Charge
- Clouded Judgement 7.15.22: SaaS Valuation and Recession Risk Analysis
- Reacting to Earnings Reports: Let's Get Real! — Apple, Facebook, and Twitter Valuation Analysis ·
- Reacting to Earnings Reports: Pricing Metrics and Market Reactions ·
- Winning (losing) by losing (winning): The power of expectations ·
- Earnings Surprises, Price Reaction and Value ·