Clouded Judgement

SEPTEMBER 29, 2023

Pretty crazy to think about - growth adjusted multiples are near pre-covid all time highs (excluding 2020-2021 period) even though rates are as high as they’ve been since 2007 (and double what they were on average from 2010-2020). I created this subset to show companies where FCF is a relevant valuation metric.

Cloud 183

Cloud Government Banking Software Review 183

OPEXEngine

JANUARY 24, 2023

It’s a pattern that can be seen across the 2007–09 recession, the recovery that followed, the slow-growth years of 2011–19, and even during the pandemic period of 2020–21. In fact, the top-quartile TSR performers outpace the bottom-quartile companies more than twofold in both revenue growth and cost productivity. New ways of working.

VP of Engineering 52

VP of Engineering Underperforming Technical Team Traceability Scale 52

Sales Hacker

MARCH 2, 2020

Leveraging transparency and vulnerability in your presentations and your negotiations leads to faster buyer consensus, larger deals, faster payments, longer commitments and more predictable sales forecasts. I’ve followed Jill Konrath since 2007, when I subscribed to her “Selling to Big Companies” blog. Agile Selling. Jill Konrath.

Scale 141

Scale Sales Hiring Sales Recruiting Payment Methods 141