Thomas Robb ☁️ @BreakingSaaS
SaaS Strategy, FCF and Customer Economics. Sr. Director Finance + IR @OneTrust. Former @Celonis + @MorganStanley. All opinions my own. Not investment advice. saasbytes.beehiiv.com NYC Joined August 2020-
Tweets3K
-
Followers5K
-
Following1K
-
Likes3K
ANNOUNCEMENT: 7 months ago I started a new service for 6-8 figure media founders. Now I’m sharing it with the world. It’s called All Access: A highly vetted community, membership, and coaching program for media founders and creators. 🧵 Here’s how it works:
True masterful leadership mixed with entrepreneurial craziness, curiosity and courage. Exactly as it should be.
As the market climbs, the implied ERP for the S&P 500 drops to 4.23%, its lowest value since 2008. As a forward-looking price of risk, the ERP drives everything in markets. I have a review that I do on ERP, and my fifteenth annual update is now available: bit.ly/49fSBU0
Healthcare is having a major "Why Now" moment. Our view @IndexVentures on some of the key drivers & trends below 👇 indexventures.com/perspectives/h…
Was fun hanging out with @RyanReeves_ on this pod! We talk about recently trends in the cyber security industry!
Was fun hanging out with @RyanReeves_ on this pod! We talk about recently trends in the cyber security industry!
Day three! $ADBE $GOOGL $AMZN $NET Still brainstorming waits to make it faster every morning 🤔
working on SaaS Bytes #3 👇 saasbytes.beehiiv.com
Published Day 2 of SaaS Bytes News from $SNOW, $NOW, $OKTA and MORE Starting to pull in some quotes and summarizations via LLM API Obvi still need to work on formatting 😅 What would be a good reward to encourage sharing?!
Mind blowing
📣📣Published the first edition of SaaS bytes! Think of this as an exec sum/Bay Area times but JUST saas + cyber Working to add more market updates and LLM summarization soon! Let me know if any ideas!
Someone posted this in our SaaS101 group Great presentation from @HamzaFodderwala youtube.com/watch?v=9gddEl…
Excited to share my upcoming webinar: "The AI Semiconductor Value Chain." We will cover: - The semiconductor industry, including under-the-radar areas (cooling, networking, etc.) - Where we are in the cycle - Compare & Contrast $NVDA vs $AMD Details 👇 🧵 #AI #Semiconductor
OnlyCFO @OnlyCFO
22K Followers 371 Following Software, finance, and startups 💰| check out my newsletter on the software industry: https://t.co/XmJzDA25p5Jamin Ball @jaminball
74K Followers 1K Following Partner at Altimeter partnering with software businesses at the earliest stages of product market fit. Dad to 3 amazing girls. No investment adviceCJ Gustafson @cjgustafson222
20K Followers 1K Following I tweet about financial metrics and business models | Startup CFO | Opinions are my own, not investment adviceDave Kellogg @Kellblog
22K Followers 6K Following EIR at Balderton Capital, principal at Dave Kellogg Consulting, and author of Kellblog. See FAQ for disclaimers. RT != endorsement.The Transcript @TheTranscript_
60K Followers 1K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |Long Equity @long_equity
50K Followers 141 Following Concentrated Global Equity | Quality Growth | Value Creation + Pricing Power | FCF Growth + Barriers to Entry | Linearity | Book: https://t.co/ed2YSDCQiEBrett Caughran @FundamentEdge
37K Followers 3K Following Completed my hedge fund tour of duty (Maverick, D.E. Shaw, Citadel, Schonfeld). Adjunct at ASU. Now building an exceptional analyst training firm. DMs open!Brad Freeman @StockMarketNerd
135K Followers 1K Following I Write Stock Market Nerd Newsletter for Tens of Thousands of Subscribers across 173 Countries -- Subscribe 👇 for Free; Masters in Finance; @Umich 🎓 x 2|InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.Francis @InvestiAnalyst
33K Followers 878 Following Founder, Software Analyst Cyber Research | Tweets on Cybersecurity & AI/ML | Catholic. Distance Runner. | Ex Cyber Research @contrary @Contrary_Res, Ex AI PM.Matt Harney @SaaSletter
4K Followers 835 Following SaaS Analyst @CloudRatings. Previously in software PE. Subscribe to my newsletter below:From Growth To Value @FromValue
98K Followers 2K Following Founder of Potential Multibaggers & Best Anchor Stocks on Seeking Alpha. Deep research, long-term investing (10yrs+). I help you stay calm when everyone panicsTanay Jaipuria @tanayj
59K Followers 2K Following partner @wing_vc. opinions, analysis, and banter on technology and businessRam Parameswaran @_ram_
23K Followers 5K Following Founder : Octahedron | Research : https://t.co/kw2dvBKY3Plondoncap @londoncap100
3K Followers 509 Following London based L/S equity investor focused on software/semis. DMs open. Substack: https://t.co/K98lKSM9VBConvequity @convequity
6K Followers 764 Following Uncover alpha with deep understanding of Product, Architecture, & Vision. Tweets are not investment advice. https://t.co/1hGBBf8WJu Premium: https://t.co/3bYcUN0h1gSheetheaush @sheetheaus92134
0 Followers 147 FollowingSeshaut @seshaut67205
0 Followers 74 Followingmlan @mlan64
60 Followers 132 Following I put the fun in cloud functions - cloud architect / DevOps consultantZE Metis @xzmetis
6 Followers 105 FollowingTasey @Tasey153176
51 Followers 2K FollowingSoren Sudhof @Sudhof
256 Followers 610 Following Public & private investor at Jericho Capital, CrimJ reformer and transatlanticistNick Swenson @swensn
166 Followers 2K Following Humble proponent of organized knowledge, and organic earnings growth for Air T, Inc. (AIRT). Valuing limits, relevance, tinkering, and tailored exposures.John Yandziak @jyandziak
2K Followers 4K Following 🇺🇸🇧🇷, Solutions Architect Manager at Palo Alto Networks Kubernetes, Containers, Cloud Foundry, DevEx, Security and Philly Sports #RingTheBellswfolmre2rvg @jsrroo3tctg6
14 Followers 740 Following We first transfer USDT to you TRC20, you return 90% to BEP20, you get 10% , 2K per day Our co hv a large amt of USDT need to from TRC20 convert to BEP20 networkMeeteeth @Meeteeth156874
27 Followers 2K FollowingTomas Jorge @tomasjorge32
585 Followers 5K Following 🇺🇦🇺🇸🇪🇸🇹🇻🇪🇪🇧🇻🇨🇿🇱🇻🇸🇮🇫🇮🇬🇧🇨🇦🇮🇱🇩🇪🇩🇰🇱🇹🇬🇪🇦🇺🇬🇷🇯🇵🇦🇹🇮🇹🇦🇽🇹🇷🇨🇭🇦🇿🇸🇪🇸🇰🇵🇱🏳️🌈🏴☠️Morgan Linton @morganlinton
18K Followers 5K Following cofounder + cto @boldmetrics, astrophotography enthusiast i.e. total newbie 🔭 ✨Ben Naftzger @bennaftzger
2K Followers 5K Following Investor. Advisor. Marketer. Ex-Atlassian - from $1m to $1b.FIDEL CACHE FLOW @FidelCacheFlow
5K Followers 99 Following F100 AE + WiFi $ | Pioneer of SDR Contract StackingNirohn Amalathas @Nirohn_09
0 Followers 50 Followingpomoci @LeonardoB95576
3 Followers 53 FollowingJorge Tomas @JorgeTo68077993
737 Followers 138 Following VISCA UCRANIA I CATALUNYA LLIURE !!! 🇺🇦🇪🇺🇺🇸🇬🇧🇬🇪🇸🇪🇩🇪🇫🇷🇦🇺🇧🇪🇬🇷🇫🇴🇮🇱🇱🇺🇯🇵🇫🇮🇮🇹🇱🇻🇱🇹🇨🇦🇦🇲🇮🇸🇪🇪🇸🇰🇦🇿🇵🇱🇩🇰🇦🇹🏳️🌈🏴☠️ALonelyPlanet @A_Lonely_Planet
69 Followers 207 FollowingLuca Boero @docLucaBoero
0 Followers 2 FollowingSunlitHarbor @HarborSunl87511
45 Followers 2K FollowingGreg Callahan @GregCallah2575
9 Followers 25 FollowingJorge Financial @Tomas8Jorge
500 Followers 6K Following Investments, Stock Exchange, Dividends, Portfolio Management, Dividend Growth, Business, Passive Income, Value InvestingBradley Dexter @BradleyDexter7
118 Followers 609 FollowingDivergent Capital @Divergent7651
178 Followers 696 Following Diverging from the herd. Opinions expressed here are not recommendations or advice. Do your own research.IsmaCR6 @IsmaelC84272052
32 Followers 104 Followingclark @clarkc7_
96 Followers 160 Followingconstantinos pittalis @constantinospi5
68 Followers 347 Followingdan preiss @dan_preiss
2K Followers 2K Following ex-product guy turned early stage investor at @ardent_vc.Eric Tran @Ericvt16
10 Followers 8 FollowingPublic Comps @publiccomps
9K Followers 77 Following Building the next-generation financial data platform. We tweet updates about public stocks. Not Investment Advice.Jeremy Almond @jeremyalmond
17K Followers 13K Following CEO @Paystand. Host @reDeFined_talks. Engineer. Surfer. Hacker. Founder. Bluewater Sailor. Mini Investor. Latam ❤️. ₿lockchain 💊. Enjoy Life. Do Good. 🙏🏾Christian @Christianzarbl
91 Followers 86 FollowingMimiVsJames @lex010363
240 Followers 1K FollowingDeyphorod @deyphorod62459
42 Followers 2K Followinggeorge arvanitakis @georgearvanit
57 Followers 483 Following Investor, President & CEO. ARVANITAKIS GROUP OF COMPANIESHenry @henrycabana
446 Followers 5K Followingraybenrao @raybenrao1
66 Followers 316 FollowingSelçuk Çifcibaşı @selcukcifcibasi
65 Followers 5K Following Business & Personal Growth Enthusiast. Investor. Dad & Husband.CANSLIM @CAPM_Formula
110 Followers 284 Following Software Enjoyer - Trying to refine my process - not financial adviceJay628080 @jay628080
118 Followers 514 FollowingEasyG_oingJoker @EOingjoker35941
64 Followers 2K FollowingAV @AvDefault
141 Followers 259 FollowingOnlyCFO @OnlyCFO
22K Followers 371 Following Software, finance, and startups 💰| check out my newsletter on the software industry: https://t.co/XmJzDA25p5The Secret CFO @SecretCFO
119K Followers 445 Following Sharing real world insights as the CFO of a multi-billion dollar company. Opinions, not advice.Jamin Ball @jaminball
74K Followers 1K Following Partner at Altimeter partnering with software businesses at the earliest stages of product market fit. Dad to 3 amazing girls. No investment advicePatrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”CJ Gustafson @cjgustafson222
20K Followers 1K Following I tweet about financial metrics and business models | Startup CFO | Opinions are my own, not investment adviceGavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9UJason ✨Be Kind✨ L.. @jasonlk
162K Followers 2K Following GET funded ➡ $150m https://t.co/AVvPIrIdFP🦄🦄🦄🦄🦄 LEARN SaaS ➡ https://t.co/X23R2qMajX JOIN us ▶ https://t.co/0cR8K6pxEI Founder/ceo #AdobeSignPrepared Remarks @Rebrand_As_Y
19K Followers 924 FollowingChairlift Capital @ChairliftCap
9K Followers 1K Following Mostly software. DMs open. [email protected]Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1OmyQuartr @Quartr_App
80K Followers 537 Following Transforming the way finance professionals conduct qualitative public market research. Trusted by 12+ million end-users around the world.Jerry Capital @JerryCap
41K Followers 563 Following Not selling anything. Not investment advice. My personal but public journal. Arguing with you to spare my family. DMs open. DM a mutual friend to unblock.Frederik Christopher @NeckarValue
84K Followers 1K Following master money and live a meaningful lifeDave Kellogg @Kellblog
22K Followers 6K Following EIR at Balderton Capital, principal at Dave Kellogg Consulting, and author of Kellblog. See FAQ for disclaimers. RT != endorsement.Tren Griffin @trengriffin
97K Followers 543 Following I work for Microsoft. Previously I was a partner at Eagle River, a private equity firm established by Craig McCaw. I am on the board of directors of Kymeta.modest proposal @modestproposal1
100K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSffThe Transcript @TheTranscript_
60K Followers 1K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |Patrick Bet-David @patrickbetdavid
979K Followers 429 Following Yankees Minority Owner ⚾️ Author of “Your Next Five Moves” 📚 Born in Iran, Made In 🇺🇸 Half 🇦🇲 Half Assyrian 🎙️ PBD Podcast & ValuetainmentCory Weinberg @coryweinberg
9K Followers 3K Following senior reporter, deputy bureau chief @theinformation covering IPOs, late-stage startups. @ColumbiaMBA. Let's talk tech (confidentially). Signal: 561 818 3915Mario Rivera @NYC_Rivera
2K Followers 801 Following FO investor, prior TMT and consumer PM at $18B hedge fund. Father; Husband; tennis player and fan.Steve Hou (“LEASE M.. @stevehouf
20K Followers 2K Following Research @Bloomberg Indices, formerly @aqrcapital, @umichEcon PhD, @ETH and @UVA, always “advanced degree hater”, opinions my own.The Institutional Lim.. @holistic_pm
2K Followers 241 Following Instituonal Investor. Private Markets (PE, PD, Infra, Real Estate): €1Bn+ invested. Primaries & direct Secondaries. Sharing insights on markets, deals & GPsAdam Robinson @IAmAdamRobinson
24K Followers 12K Following Entrepreneur. Systems builder. Wizard. Shaman of global financial markets. Manifester. Didact. Do-gooder. Alchemist. Aphorist. Seeker. Embracer of possibility.Zaid Admani @AdmaniExplains
5K Followers 2K Following 🤳 I make silly videos about finance 🎙️ Host of The Rundown podcast by @Public 📺 Appeared in a @Netflix documentary for 2.5 secondsDavid J. Flood @ElementaryValue
8K Followers 928 Following UK Based Investor, Investing Blog: https://t.co/MTexrRqqUV Net-Nets, Pico/Nano-Caps, AIM/OTC/TSXV stocks & Spec Sits. Looking for inflection points.SoftwareIQ @software__iq
150 Followers 393 Following A modern research platform purposefully built for software investors by industry experts. Follow us for insights into SaaS, cloud and open source markets.Shane Martin @Shane___Martin
35K Followers 212 Following Own and operate 2 micro-agencies. Teaching freelancers to get smarter with business, provide better service, and make more money. Co-founder @paperboy_studioApoorv Agrawal @apoorv03
4K Followers 269 Following Investing at Altimeter. Before: eng @palantirtech, alum @stanford. Views here personalMichael Bloch @michaelxbloch
6K Followers 3K Following Partner @QuietCapital. Previously founded Pillar (acquired by @Acorns) + early @DoorDash. Techno-optimist building & investing in the future.Sid Trivedi @sidtriv
625 Followers 317 Following Partner @FoundationCap, @Cornell Alum, Co-Founder & Board Member @CornellCVC, Adv. Council @eshipatcornell; prev. @Symphonytg, @Barclays & @OmidyarVenturesLance Breitstein 🇺.. @TheOneLanceB
68K Followers 78 Following Ex-Trillium Top PnL 8-Figure Trader I turn good traders into greats & greats into 🐐s Advisor: @SMBCapital Founder: @Impact_Comp | https://t.co/PedHEy9qR1SheetWhiz @SheetWhiz
14 Followers 3 Following Get more done in Google Sheets (https://t.co/3ZqJSR9y30)David Pang @davidnpang
4 Followers 5 Following Bringing Excel Functionality to Google Sheets (https://t.co/fIeD5SteBG)TechStockFundamentals @TechFundies
6K Followers 355 Following Tech investor for over 20 years. Ran ~$1b hedge fund for 10 of those. Here to help. Not investment advice.carried_no_interest @carrynointerest
18K Followers 883 Following Private Equity Investor. Former Head of AI @ $1B+ PE fund. Data Scientist specializing in using AI/Alt Data to source deals for larger PE funds. DMs OpenLambros Petrou @LambrosPetrou
648 Followers 832 Following Building a business 🐻 https://t.co/vJYv0OWBDg Senior Software Engineer at @datadoghq • @WhatsApp @awscloudBg2 Pod @BG2Pod
11K Followers 39 Following Open Source bi-weekly convo w @altcap & @bgurley on all things tech, markets, investing & capitalismLiger Cub @realLigerCub
4K Followers 824 Following Generalist public equities stockpicker. Long-biased, yet opportunistic. DYODD. Email: [email protected]Paul Cerro @paulcerro
3K Followers 315 Following CEO @cedargrovech 1x exit // CIO @cedargrovecm multi-strategy // Author of @weeklysnacks (equity idea generation) & @sowresearch (cannabis research)Lake Cornelia Researc.. @CorneliaLake
21K Followers 481 Following Managed Accounts, Bespoke Advisory Services to Family Offices & Investment Funds. Not investment advice; I talk about stocks that can kill you. CAPS = PARODYPorter Stansberry @porterstansb
12K Followers 423 Following Finance Hack. Chairman of Porter & Co. Founder of MarketWise (NASDAQ: MKTW), a leading publisher of independent financial research.Goshawk Trades @GoshawkTrades
26K Followers 259 Following Turning Ideas Into Trading Systems | From 0 to 6+ Algos In 3 Years | Follow For Insights Into Data-Driven Trading And Algorithmic Trading | Not Financial AdviceDom Wells @DomWellsOnfolio
9K Followers 689 Following The “Digital Acquisitions” guy. CEO of a publicly traded portfolio of around 20 internet businesses. ($ONFO). Follow for strategies on buying digital co’s.Swaney Group Capital @privateinequity
22K Followers 1K Following Industrials focused private markets firm | We revive nascent manufacturing businesses - Don’t close your plant! | Our Operating System is open sourceThe Hacker News @TheHackersNews
913K Followers 2K Following #1 Most trusted publication for breaking cybersecurity and hacking news, insights, and analysis for information security professionals.Josh (Your CFO Guy) @YourCFOGuy
27K Followers 119 Following Fractional CFO | 300k+ Linkedin followers | Follow Your CFO Guy for Finance & Accounting tips!Marketing Max @MarketingMax
45K Followers 681 Following Your favorite gurus’ marketing guru 😘 | Building: https://t.co/YUULpus7kW & https://t.co/FyX9MEk7Vi 🚀 | Sold my 7-fig ad agency 🏆 | Golf is life ⛳️Jon Russo @B2BCMO
4K Followers 5K Following Unleash B2B growth with our #ABX, MarTech, & Sales proven strategies. Led by 10+yr CMO w 4 exits, @BerkeleyHaas data-driven insights & @USArmy discipline.Perplexity @perplexity_ai
132K Followers 29 Following Our mission is to serve the world’s curiosity. https://t.co/BBZ1kG0TVGColin Keeley @ColinKeeley
31K Followers 996 Following Tweets to improve your business & life | Software holding co (Verne) Helping hire in LatAm (@juleshiring) Teaching (Indie PE) Podcast (Indie Acquisitions)Sammie Ellard-King @EllardKing
5K Followers 750 Following Founder @upthegainsmoney 💸 | Helping Britain Get Financially Fit 💪🏼 | Host of 'The Money Gains Podcast' & ‘Click Wars’ 🎙️Mike Toney-Hoffman | .. @MikeMarketingCo
213 Followers 170 Following I build cash-flowing websites with SEO and invest the profitsSaaSy Dad @preegpree
143 Followers 522 FollowingJosh Schultz 🏭🚀 @joshuamschultz
19K Followers 933 Following Modern Industrialist. Rebuilding US Manufacturing. Acquiring Industrial Companies. Teaching the SMB Blueprint. President/COO Canekast 🏭🚀Tyler Morin @JPMorinChase
13K Followers 1K Following Suck a little less at investing with my daily markets news and insights newsletter 💦 Join 120k+ investors who read @watercoolesthq daily👇Mike Privette @mikepsecuritee
2K Followers 525 Following CISO and independent industry analyst @ReturnOnSec | Talk about cybersecurity, career advancement, newsletters, and memesGAAP Revenue vs ARR
“We’re nearing 50,000 subscribers… you better start to spell check this shit, Dada.” Work in tech? Like SaaS metrics? Want to get inside the mind of a CFO? Get yourself some finance, strategy and operations at Mostlymetrics.com
Median LTM revenue at IPO for software companies is ~$185m. With median quarterly YoY growth rate >50%. Lots of super successful companies went public with <$150m of revenue (Shopify, HubSpot, Coupa, Zendesk, Coupa, Mongo, etc). But you HAVE to be growing fast
SUBSCALE IPOs The Meritech team @MeritechCapital continues to put out some excellent analysis. This one is on IPO scale. TLDR is that companies with less than $700m annualized revenue underperform after going public. Actually, not just underperform - they have NEGATIVE absolute…
Venture fund returns typically follow a power law (e.g., 80% of the returns are generated by 20% of the investments). As a rule of thumb, investors will often want to see a scenario where any given company could theoretically return the fund 1x. To take that a step further……
Checking in on @repvue quota attainment data as a *proxy* for the state of SaaS sales (RepVue is more than just SaaS!) * MARCH 2024 DATA * TL,DR - more roles down than up Strategic Account Exec Attainment: UP
Based on an inbound ask, I'm looking at making a public SaaS *quota-carrying capacity* monthly data product. Plus other sales org metrics (rep ramp/tenure cohorts, non-AE - like SDR + SE - data) Buyside *🙏Only🙏* Poll Your budget for all ~100 SaaS tickers:
ANNOUNCEMENT: 7 months ago I started a new service for 6-8 figure media founders. Now I’m sharing it with the world. It’s called All Access: A highly vetted community, membership, and coaching program for media founders and creators. 🧵 Here’s how it works:
@BreakingSaaS It's from a Morgan Stanley report titled "Powering GenAI: The Tortoise and the Hare"
As the market climbs, the implied ERP for the S&P 500 drops to 4.23%, its lowest value since 2008. As a forward-looking price of risk, the ERP drives everything in markets. I have a review that I do on ERP, and my fifteenth annual update is now available: bit.ly/49fSBU0
We can literally help with this: Working with an AI vendor on a @CloudRatings True ROI study needed to close multiple $1m+ ARR deals. Example ROI study: research.cloudratings.com/link/112421
Healthcare is having a major "Why Now" moment. Our view @IndexVentures on some of the key drivers & trends below 👇 indexventures.com/perspectives/h…
Was fun hanging out with @RyanReeves_ on this pod! We talk about recently trends in the cyber security industry!
New episode out with @InvestiAnalyst breaking down the cybersecurity sector! Love this 5-part framework to outline the industry. You've got to secure: 1. People 2. Software 3. Hardware 4. Data 5. Network
AI Deployment Proxy: 4 - 14 weeks Via @cucinotta93 100+ slides on $PATH @cucinotta93 is ex-Piper looking for a new role in equity research onedrive.live.com/?authkey=%21AO…
@BreakingSaaS Selfishly, I’m relieved. My curation should have a moat…. For a few more months.
New episode out with @InvestiAnalyst breaking down the cybersecurity sector! Love this 5-part framework to outline the industry. You've got to secure: 1. People 2. Software 3. Hardware 4. Data 5. Network
$ADBE should be very worried about Canva. Growth continues to be scorching hot. The # of companies mentioning Canva in a job posting is up 100% year over year. Canva was the fastest growing tech in our index in 2022, 2023 and so far in 2024 (1/4)
One of the most powerful ways to think about relationships in the venture world mostlymetrics.com/p/build-lines-…