Jonathan Ching @chingjon
startups. tech. venture capital. opinions are my own. new york Joined May 2012-
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@joeroganhq Brendan Backstrom @lowbackability
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"you can build a pretty accurate mosaic of how well [Stripe] is doing by interpolating all the other data from public companies" - @chamath from @theallinpod Built a regression to interpolate @stripe's growth endurance from its larger public customers chingjon.medium.com/demystifying-p…
Just released from @theinformation - @stripe net revenue of $3.2B in 2022 (but only $2.8B after deducting fraud-related losses) and new Series I looks to raise $4B at a $55B valuation, which is lower than its latest 409A valuation. theinformation.com/articles/insid…
@jkwade Can you add Checkout to that comparison? Probably a better comp to Adyen…
@andruyeung @PianoAround @andruyeung any spots left for an investor?
@Mark_Goldberg_ @stripe I ran a growth endurance analysis of @stripe’s top customers and estimated 17% yoy growth to $2.9B of net sales in 2022. Does that fit with your prediction or no? chingjon.medium.com/demystifying-p…
@pitdesi Would be great to get your thoughts on where you think @stripe gets valued today. I put together a Growth Endurance analysis that suggests $2.9B of net sales, 17% growth in 2022. chingjon.medium.com/demystifying-p…
signs of a broader slowdown, particularly in #ecommerce. Analysis of @stripe's top customers such as @Shopify and @DoorDash signal that growth in 2022 might be down 62% relative to 2021 Check out full analysis here: medium.com/p/b19adef5f984 #GrowthEndurance @mcadonofrio
Stripe will be one of the most anticipated public listings in 2023. But how will its valuation hold up relative to the broader decline in public #fintech? chingjon.medium.com/demystifying-p… Thanks to @tanayj for historical #stripe estimates and @aschmitt111 for the Growth Endurance model.
@ceehart @sytaylor Not a nice UI like builtwith but I’ve tracked several of the neobank-processor-sponsor bank relationships and added them to my post here. chingjon.medium.com/banking-as-a-s…
@minakimes Why is the bills mascot a buffalo? Should t it be a Bill? What is a Bill….
@minakimes Not as many almost-INTs today, amiright?
@NikMilanovic What you mean? I thought they got acquired, no?
@businessbarista One white street, either fix prixe upstairs or ala carte downstairs
At $6.5 billion, it looks like this knife has finally fallen far enough to get caught New @Klarna valuation implies 4x sales multiple, which now makes sense relative to @Affirm trading at 7x but growing 2x as fast wsj.com/articles/klarn…
Further reduced valuation of $15B would imply a ~10x sales multiples for @Klarna, but still a bit higher than @Affirm which trades at ~7x and is growing faster. #growthequity #venturecapital #fintech #BNPL pymnts.com/bnpl/2022/klar…
Esther Miller @EstherMill35558
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Cart.com 🛒 @cartdotcom
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