We talk a lot about what data can borrow from software engineering. But on the biggest issue of all, the technology industry has a lot to learn from the analytics community.| benn.substack.com
Alteryx starts playing a new game. Plus, a lie! On Twitter!| benn.substack.com
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The Black-Scholes model is a mathematical equation that's used for pricing options contracts and other derivatives. It's based on time and other variables.| Investopedia
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Revisiting the “Is Software Expensive” Question The current median revenue multiple for the software universe is 6.4x, which is ~17% below the long term average multiple of 7.8x. However, when looking at growth adjusted multiples, the current median is 0.48x, which is ~75% above the long term average of 0.28x (you can see this chart later on in this post in the EV / NTM Rev...| cloudedjudgement.substack.com
The unspoken secret about new company formation is that you need to get lucky. Roll the dice, get a business outcome. Capital allocation matters because it gives you a path to winning even when you lose the initial roll.| Commoncog
Many entrepreneurs, and the venture investors who back them, seek to build billion-dollar companies. Why do investors seem to care about “billion dollar exits”? Historically, top venture funds have driven returns from their ownership in just a few companies in a given fund of many companies. Plus, traditional venture funds have grown in size, requiring larger “exits” to deliver acceptable returns. For example - to return just the initial capital of a $400 million venture fund, that mi...| TechCrunch
There's a theoretical price and a real price.| benn.substack.com