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Valuation
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- Musings on Markets: From Eyeballs to Annual Run Rates (ARR): Buzzy Pricing Metrics and the Anthropic Trade ·
- Stock Prices, Earnings and Cashflows: The AI Effect plays through! ·
- BigCommerce's Troubled Path to Acquisition: Valuation, Hostile Takeovers, and M&A Defense Strategies ·
- SpaceX's $60B Cursor Acquisition: How a Floating Exchange Ratio Creates Buyer Risk and Seller Upside ·
- NVIDIA's $108B Quarter: Hyperscaler Saturation and the Rise of Supplier Financing ·
- Three Years In: How AI Reshaped Venture Capital, Software Economics, and Market Opportunity ·
- We Just Raised $20M at a $100M Valuation: What Does Valuation Really Mean? ·
- OnlyCFO's Software Valuation Analysis: Stock Performance, Revenue Multiples, and Growth Durability (2021-2025) ·
- Book Review: The Curious Case of Mike Lynch by Katie Prescott
- When the Ducks are Quacking: The Ford Motor Company IPO and Investment Banking Evolution
- Musings on Markets: Revisiting the SpaceX Valuation: A Post-Prospectus Update ·
- SpaceX's Limitless Ambition: An AI Conglomerate ·
- Flock and the Future of Safety in American Cities
- Exa is Building the Search Engine for the AI Era ·
- Anthropic's Warning to Investors: Your Shares Don't Exist
- AI at Discount ·
- Thoma Bravo's $5B Medallia Loss | The PE Reckoning is Coming
- Charts of the Week: The Fastest V-Shaped Recovery Ever ·
- Darwinian Specialization in AI: Market Fragmentation and Infrastructure Winners in the Inference Stack ·
- Software Investors: Shoot First, Ask Questions Later
- Charts of the Week: Software Ate the World
- Clouded Judgement: Rising Tide, Hidden Risk ·
- Clouded Judgement: The Hidden Value in AI Orchestration (Harness) vs. Model Quality ·
- Revolut Unbound
- Clouded Judgement: Digital Twins as the Infrastructure Layer for AI Agents ·