6 Comments
User's avatar
CJ Gustafson's avatar

This is an absolute masterclass

Arny Trezzi's avatar

Masterpiece.

H/t for spotting the dynamic of the sales commission capitalisation months ahead of general awareness.

Thomas Robb's avatar

Like candy from a baby

Also an important reminder to always cross check your incomes statement with FCF

cursiveandbold's avatar

Awesome read and super helpful!

Luke Branyan's avatar

Great summary! There is a book, not SaaS focused but still relevant called Financial Shenanigans by Howard Schilit. Good read but not nearly as fun to follow as this

A Photographer's avatar

I prefer the former or simpler methods of watching day or weekly fluctuations, get in get out, 😃😃😃