Clip
Spike in Multiples of Internet and SaaS Companies during COVID
54:53 - 57:18 (02:24)
Brad Gerstner has published charts showing a significant increase in multiples for internet and SaaS companies during COVID over the last two years.
Similar Clips
In a booming market, growth is the key metric for companies to succeed.
22:42 - 24:22 (01:40)
Summary
In a booming market, growth is the key metric for companies to succeed. However, investing in companies with inefficient growth and negative gross margins may lead to poor returns for investors.
ChapterThe Importance of Monitoring Business Performance Metrics
EpisodeE117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The speaker highlights the importance of having access to information for making investment decisions, even in times of crisis like the COVID-19 pandemic, and the value of keeping an eye on market sectors as they fluctuate.
36:50 - 40:02 (03:11)
Summary
The speaker highlights the importance of having access to information for making investment decisions, even in times of crisis like the COVID-19 pandemic, and the value of keeping an eye on market sectors as they fluctuate.
ChapterImportance of Data in Decision Making
EpisodePatrick Campbell: The Billion $ Quilting Industry And Using Spy Secrets To Gain A Competitive Edge
PodcastMy First Million
The VC market saw a surge during the four-month market downturn caused by COVID-19, creating unique opportunities for investors to make deals.
13:15 - 16:23 (03:07)
Summary
The VC market saw a surge during the four-month market downturn caused by COVID-19, creating unique opportunities for investors to make deals. However, investors need to carefully consider the companies they are investing in and the ever-changing market landscape.
ChapterActive Risk Management in the VC Market
EpisodeE28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Big League Events is a company that is aiming to turn minor league baseball players into investable assets, much like how Pipe turns SaaS revenue into a tradable asset.
31:26 - 32:36 (01:09)
Summary
Big League Events is a company that is aiming to turn minor league baseball players into investable assets, much like how Pipe turns SaaS revenue into a tradable asset. Investors hope to see big returns from the few who become star players.
ChapterInvesting in Non-Traditional Assets
Episode#158 - Buying Michael Jordan's House (and Making a Profit), Investing in Athletes & Successful Startup-Studios
PodcastMy First Million
Jason Calacanis believes starting with a subscription model is the best business model for media companies, citing the success of his podcast network's $200M subscription revenue in 2020.
11:59 - 13:00 (01:01)
Summary
Jason Calacanis believes starting with a subscription model is the best business model for media companies, citing the success of his podcast network's $200M subscription revenue in 2020. He also discusses the potential for a consumer report platform for SaaS tools.