The Lion’s Den

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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…
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Omer Cygler
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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
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Omer Cygler
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…
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Omer Cygler
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
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Omer Cygler
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
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Omer Cygler
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
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Omer Cygler
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
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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)
Real-life examples of how fungible and manipulatable "standard" SaaS KPIs are
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Omer Cygler
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