revenue growth
2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement May 20, 2019 by Christina Shen · across every show →
Everything said about revenue growth, oldest first
May 20, 2019 positive
Shen: Efficient businesses receive outsized valuation rewards in flat and bear markets
“Ah, valuation is correlated to revenue growth, but in all other times, whether it be flat or bare markets, it's actually efficient businesses that are unfairly rewarded for their efficiency levels, and so we believe it's best to solve for an efficient business…”
Aug 3, 2023 positive
Lemkin: Healthy SaaS needs a 2:1 revenue-to-new-customer growth ratio
“I track this with SAS companies and it's a niche metric, but it's super interesting in terms of long-term health, which is the ratio of revenue growth to new customer growth on a percentage basis. So I like to see at least a sort of a two to one ratio. Like if…”