Remove policies do-not-sell
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Bonus Clouded Judgement 6.5.23 - Upcoming Liquidity Crunch?

Clouded Judgement

TLDR - the recent debt ceiling deal may actually pose a drain on liquidity (in addition to ongoing QT) as the government sells T Bills to refill the Treasury General Account (this starts today!). monetary policy is conducted by the Federal Reserve. The central bank has several tools at its disposal to implement monetary policy.

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How to Stop Unauthorized Sellers on Amazon

TrackStreet

Unauthorized selling on platforms such as Amazon has emerged as a significant concern, rewarding unscrupulous diverters and resellers who steal profitability from legitimate channels, who often deliver products unfit for use, and who attack hard-won brand value. Grey Market Sellers. Unauthorized Distributors. Liquidators.

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Clouded Judgement 9.29.23 - Rates Keep Going Up

Clouded Judgement

The reason for all of this - the Fed reserve’s the right to change their mind / policy based on the data, but the problem is the data is lagging. Once something shows up in the data (inflation isn’t transitory, economy is slowing, etc), it’s usually too late to stop and we get big swings in policy.

Cloud 183
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Mastering Partner Marketing: What NOT to Do and How to Excel with Drata CMO Sydney Sloan

SaaStr

The Challenges and Pitfalls of a Partner Ecosystem Drata attributes much of its success to its partner ecosystem, which is an interesting case study for most, so how do they break up marketing, sales, and resource allocation vs. a more direct-sales modeled business? How Do You Decide Who to Partner with? Otherwise, it falls apart.

AWS 199
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The Top 5 Tips to Getting Sales Right in Any Market with Capchase’s CEO and Head of Marketing

SaaStr

Churn increase due to greater scrutiny of costs Contract values declining More stakeholders involved in decision-making Capchase combined the study with their data set of thousands of SaaS companies and looked at what the best companies do to overcome these hurdles. What are the best companies doing? Then, get something exchanged.

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Lessons on Scaling Customer Success from $1M to $300M in ARR with Success Venture Partners

SaaStr

What does NRR have to do with customer success? Do my customers find value in my product and service? Sell to more existing customers. Do a better job at keeping more existing customers. It’s one thing to bring the customer over the line and sell for the first time. I’m willing to do that all over again.”

Scale 164
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Clouded Judgement 12.15.23 - November Inflation + FOMC Update

Clouded Judgement

Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA. Here’s a quick recap on some of the data CPI: Nov CPI YoY was +3.1% vs expectations of +3.1% (and +3.2% in October) Nov CPI MoM +0.1% vs expectations of +0.0% (and +0.0% in October) Nov Core CPI (ex Food/Energy) YoY +4.0%

Cloud 183