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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
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
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
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
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
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
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
5
1
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
2
June 2022
The Lion's Den Vol. 2 - Activists At The Gate
Why I expect a lot more activism around public tech companies
Jun 28, 2022
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Omer Cygler
4
The Lion’s Den, Vol. 1 - "Survthriving" a Downturn
4 key pieces of advice I share with my portfolio companies to navigate the first downturn in over a decade
Jun 14, 2022
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Omer Cygler
2
Coming soon
This is The Lion’s Den, where I reflect about capital markets, private tech investments, important trends, Israel’s tech scene.
Jun 7, 2022
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Omer Cygler
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