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On Bubbles … And Why We’ll Be Just Fine

Both Sides of the Table

They have seen one side of a market where many of us have seen the ebb and flow multiple times. Still, market amnesia by ordinarily rational actors always surprises me. I believe a bubble occurs when a market is willing to pay greater than intrinsic value for an asset class. I spoke about a lot of things during the keynote.

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Cracking The Code: SaaS Multiples: Recovery or Bubble?

Cracking the Code

The sales productivity ratio (measured with the Customer Acquisition Cost or CAC ratio) are also fairly similar for the two groups (except for a small cap dip in Q4 09) and therefore do not explain the difference Why is scale so much rewarded by public markets? market cap or even Salesforce at $17.5B SaaS 13 Index Valuation.

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Cracking The Code: BlablaCar - Travel Revolution

Cracking the Code

Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. sales and marketing. (10). Impact of the recession on SaaS Sales&Marketing pr. Measuring sales and marketing effectiveness of Saa. Global warming: a plague for humanity? Popular Media: the key to viral marketing.

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Cracking The Code: Global warming: a plague for humanity?

Cracking the Code

Global warming: a plague for humanity? After all, global warming might not be a bad thing for everyone. Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. sales and marketing. (10). Impact of the recession on SaaS Sales&Marketing pr. Cracking The Code. anecdotes. (13).

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Cracking The Code: In search of Europe's next tech stars.

Cracking the Code

Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. sales and marketing. (10). Impact of the recession on SaaS Sales&Marketing pr. Measuring sales and marketing effectiveness of Saa. Global warming: a plague for humanity? Popular Media: the key to viral marketing.

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Cracking The Code: A Quick & Funny Summary of AdTech

Cracking the Code

Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. sales and marketing. (10). Impact of the recession on SaaS Sales&Marketing pr. Measuring sales and marketing effectiveness of Saa. Global warming: a plague for humanity? Popular Media: the key to viral marketing.

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Cracking The Code: A funny perspective on Google innovation.

Cracking the Code

Detailed SaaS Spreadsheet (Valuation and CAC benchmark). SaaS 13 Index Valuation. sales and marketing. (10). Impact of the recession on SaaS Sales&Marketing pr. Measuring sales and marketing effectiveness of Saa. Global warming: a plague for humanity? Popular Media: the key to viral marketing.