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On Bubbles … And Why We’ll Be Just Fine

Both Sides of the Table

It’s like people arguing that there’s a beautiful beach house in 2006 that represents great long-term value due to scarcity of similar property. All of that might be true, but the 2006 price might still be over-valued. Or worse yet they may never get financed. That doesn’t mean it’s not a bubble.

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Cracking The Code: BlablaCar - Travel Revolution

Cracking the Code

The passengers compensate the driver for the gas and toll costs, making it a fair trade. For example, a trip from Paris to Lyon (290 miles) would cost €25-30 compared to €100+ for the train. Impact of the recession on SaaS Sales&Marketing pr. ► 2006. (7). Yahoo Finance. Laughing Out (c)Loud.

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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? Impact of the recession on SaaS Sales&Marketing pr. ► 2006. (7).

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

Cracking the Code

Impact of the recession on SaaS Sales&Marketing pr. ► 2006. (7). McKinsey highlight #1: the art of cost cutting or. Yahoo Finance. New SaaS 13 Index: Welcome to LogMeIn (Nasdaq: LOG. Unveilling of the Bessemer's 10 laws of Cloud Comp. ► 10/04 - 10/11. (2). Laughing Out (c)Loud. ► 07/05 - 07/12.

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Cracking The Code: A Quick & Funny Summary of AdTech

Cracking the Code

Impact of the recession on SaaS Sales&Marketing pr. ► 2006. (7). McKinsey highlight #1: the art of cost cutting or. Yahoo Finance. New SaaS 13 Index: Welcome to LogMeIn (Nasdaq: LOG. Unveilling of the Bessemer's 10 laws of Cloud Comp. ► 10/04 - 10/11. (2). Laughing Out (c)Loud. ► 07/05 - 07/12.

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Cracking The Code: A funny perspective on Google innovation.

Cracking the Code

Impact of the recession on SaaS Sales&Marketing pr. ► 2006. (7). McKinsey highlight #1: the art of cost cutting or. Yahoo Finance. New SaaS 13 Index: Welcome to LogMeIn (Nasdaq: LOG. Unveilling of the Bessemer's 10 laws of Cloud Comp. ► 10/04 - 10/11. (2). Laughing Out (c)Loud. ► 07/05 - 07/12.

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Cracking The Code: Happy New Year 2010!

Cracking the Code

Impact of the recession on SaaS Sales&Marketing pr. ► 2006. (7). McKinsey highlight #1: the art of cost cutting or. Yahoo Finance. New SaaS 13 Index: Welcome to LogMeIn (Nasdaq: LOG. Unveilling of the Bessemer's 10 laws of Cloud Comp. ► 10/04 - 10/11. (2). Laughing Out (c)Loud. ► 07/05 - 07/12.