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The Lion's Den Vol. 14 - Should Unicorns Start Share Buyback Programs?
With an inflation of unicorns and a drought of exits, private companies might need to get creative to generate shareholder returns
Apr 2, 2024
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Omer Cygler
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The Lion's Den Vol. 14 - Should Unicorns Start Share Buyback Programs?
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February 2024
The Lion's Den Vol. 13 - Peeling the Onion: Cohort Analysis
Performing a cohort analysis on SaasTours, a fictional ChatGPT-generated SaaS company
Feb 28, 2024
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Omer Cygler
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The Lion's Den Vol. 13 - Peeling the Onion: Cohort Analysis
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January 2024
The Lion's Den Vol. 12 - The Fallacies of the Rule of 40 (Part II)
The Rule of 40 should be applied differently to high- and low-growth companies when assessing whether or not they warrant a premium valuation
Jan 23, 2024
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Omer Cygler
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The Lion's Den Vol. 12 - The Fallacies of the Rule of 40 (Part II)
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The Lion's Den Vol. 11 - The Fallacies of the Rule of 40 (Part I)
With so much focus on the R40 output, many have forgotten that it's the quality of the inputs that actually determines a company's value
Jan 9, 2024
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Omer Cygler
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The Lion's Den Vol. 11 - The Fallacies of the Rule of 40 (Part I)
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December 2022
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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November 2022
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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October 2022
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
3
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The Lion's Den Vol. 8 - ESOP, CapEx & The Tooth Fairy
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September 2022
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
4
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The Lion's Den Vol. 7 - The "IPO Winter", No End In Sight
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August 2022
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
4
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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
3
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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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July 2022
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
4
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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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