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> That's 3,077x earnings Whoops. Thanks, updated. Coming from experience with semiconductor companies years back, 3-4x earnings was a typical acquisition pric
by twtw 8y ago
> That's 3,077x earnings
Whoops. Thanks, updated.
Coming from experience with semiconductor companies years back, 3-4x earnings was a typical acquisition price. This speculation on growth is very interesting to me.
- nylonstrung 8y agoRecurring SaaS revenue with good retention is highly predictable with 80-90% gross margins and requires essentially no CapEx to scale, which is in stark contrast to the semi world. You are also seeing YoY growth that can be orders of magnitude greater