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The Lion's Den Vol. 10 - A Concoction of Shrewdness, Maliciousness and FOMO
FTX's collapse is not that different than other historical debacles and yet everyone seems amazed. Pattern recognition is not just about finding…
Dec 13, 2022
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Omer Cygler
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The Lion's Den Vol. 10 - A Concoction of Shrewdness, Maliciousness and FOMO
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The Lion's Den Vol. 9 - The Timely Symbiosis Between IRR, DPI and LBOs
Why public boards of VC-led companies will start feeling pressure to sell from every direction
Nov 9, 2022
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Omer Cygler
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The Lion's Den Vol. 9 - The Timely Symbiosis Between IRR, DPI and LBOs
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The Lion's Den Vol. 8 - ESOP, CapEx & The Tooth Fairy
ESOP in software companies is somewhat akin to CapEx in traditional companies - both can have massive, often overlooked impact on cashflows and…
Oct 11, 2022
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Omer Cygler
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The Lion's Den Vol. 8 - ESOP, CapEx & The Tooth Fairy
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The Lion's Den Vol. 7 - The "IPO Winter", No End In Sight
Why I expect at least another 9-12 months of near-zero new tech issuances and what will drive the market out of hibernation
Sep 13, 2022
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Omer Cygler
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The Lion's Den Vol. 7 - The "IPO Winter", No End In Sight
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The Lion's Den Vol. 6 - Tech's "Step Children", Unite!
Why thoughtful consolidation in AdTech and gaming, two troubled sectors, is the key for value creation
Aug 30, 2022
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Omer Cygler
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The Lion's Den Vol. 6 - Tech's "Step Children", Unite!
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The Lion's Den Vol. 5 - Cookies Are Going Away. A Digital Earthquake or Just a Tremor?
Why the abolition of user tracking won't kill digital advertising, but will pave the way for new ecosystem winners
Aug 9, 2022
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Omer Cygler
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The Lion's Den Vol. 5 - Cookies Are Going Away. A Digital Earthquake or Just a Tremor?
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The Lion's Den Vol. 4 - SaaS Businesses Are Harder to Measure Than You Think (Part II)
Why you should NOT consider LTV/CAC as anything more than a cursory KPI
Jul 27, 2022
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Omer Cygler
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The Lion's Den Vol. 4 - SaaS Businesses Are Harder to Measure Than You Think (Part II)
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The Lion's Den Vol. 3 - SaaS Businesses Are Harder to Measure Than You Think (Part I)
Real-life examples of how fungible and manipulatable "standard" SaaS KPIs are
Jul 14, 2022
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Omer Cygler
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The Lion's Den Vol. 3 - SaaS Businesses Are Harder to Measure Than You Think (Part I)
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The Lion’s Den
Capital markets, private tech investments, important trends, Israel’s tech scene
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The Lion’s Den
Capital markets, private tech investments, important trends, Israel’s tech scene
By Omer Cygler
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