Understanding the capex requirements of a business is essential to investors since it helps to determine whether an asset offers an attractive rate of return. Capex is commonly misunderstood when it comes to software businesses, so I’ve decided to break it down and also share what I look for when […]
Software
3 posts
There is a wide range of metrics, formulas, and calculations that can be used to measure the quality of a software or SaaS business. While many of these metrics are important overall, I believe that the most important metric is net dollar retention. Let’s take a look at why net […]
Around the world, governments have printed record amounts of money in the past months as a response to the global COVID-19 crisis. As a result, the macroeconomic issue that stands out the most in every investor’s mind: inflation. There are many ways to hedge against inflation; the most common one […]