acquirers
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Oct 15, 2022 by David Hauser · across every show →
Everything said about acquirers, oldest first
Oct 15, 2022
Hauser: Maximize acquisition value by leaving unoptimized growth for the buyer
“Leave some meat on the bone. If you want to get the most value for the company, you don't want to have optimized the shit out of everything, right? Because then the acquirer is like, well, I can't really do much with it. And the only acquirers that are left th…”
Jul 28, 2023 negative
Jeff Mains: Price Cutting Sparks a Downward Spiral That Devalues SaaS Companies
“Because lower prices mean lower margins. Lower margins mean you have less to invest in differentiation. Weaker differentiation creates a spiral, and as competition heats up, then margins get lower, and it becomes more of a race to the bottom, and business is d…”