public companies

“We believe that the best run pub, you know, best run companies are public companies. And so I think, you know, operating as a public company applies some pressure, but also I think some discipline to how you run your business.”

“To be exact, in 2011, private multiples were about 1.5 X out of public companies. But today, they're about 2.5 X.”

“That means in the last two years, despite seemingly high private company valuations it actually shows on a growth-adjusted basis, private valuations have actually been fairly reasonable.”

“Almost all public companies that sell the SMBs, like exclude their smallest customers from NRR.”

“Because we ended up with the lowest growth in the history of SAS this year in the public companies, the lowest growth ever, because we didn't spend on marketing.”