Simon Erickson
7Innovator
Fascinating insights in the recent @BCG Value Creator's Rankings.Ignore the recent volatility. This is a roadmap to long-term investing success.It begins by describing the market's best performers. $SHOP, $AMD &
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OK, I've taken a step back to think about the Teladoc's $TDOC proposed acquisition of Livongo $LVGO.There are some red flags beginning to emerge. And I've gone from bullish to
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OK, it’s time to dig into the nitty-gritty of Datadog $DDOG.The following is what I have found from running the company through my “SaaS-o-Matic” investment framework.Brace yourselves & grab a
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Thank you for a great response!Yesterday's poll was intended to illustrate a few things:1) Investing in stocks is a great way to build long-term wealth.2) Investing in individual companies can
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We talk a lot about #SaaS, and I'd like to present a framework I use to evaluate these types of companies.It's important for SaaS to recoup upfront costs thru ongoing
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