Puri: Three core companies drive nearly all value in Tiny's portfolio
Shaan Puri · How To Grow A Small Agency Into A Billion Dollar Company (#414) · Feb 2, 2023 · at 11:08
Shaan Puri analyzes the concentration of holding company Tiny's earnings across its portfolio companies.
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“And in fact, it was kind of like a venture portfolio in a way where a couple of the companies were really the standout ones that were driving most of the value. And I think for them, it was actually three. There was the one they took, they originally took public. So we commerce, which is basically their Shopify apps roll up. So the Shopify app roll up, I think was one winner dribble is another winner and metal abs another winner. And to me, Everything else is nice, but now that those are such big winners that they make up so much revenue and so much EBITDA that the others are almost like rounding errors at the moment.”
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