6 Comments
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CJ Gustafson's avatar

This is an absolute masterclass

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Arny Trezzi's avatar

Masterpiece.

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

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Thomas Robb's avatar

Like candy from a baby

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

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cursiveandbold's avatar

Awesome read and super helpful!

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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

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A Photographer's avatar

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

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