Growing Businesses

Here's what I learned from reading ten years of shareholder letters from Mark Leonard, the Founder of Constellation Software.

Growing Businesses

With the coming of a new decade, we’ve been fortunate enough to have experts on tech twitter post their thoughts on what could happen in the next decade. I’ve compiled a list of predictions for the decade and year.

Growing Businesses

Instead of resting on the success of Disneyland, Walt Disney doubled down to build Disney World - a park that was nearly 300x the size of Disneyland. To make this happen, he partnered with the state of Florida to create the Reedy Creek Improvement District - a move that gave Disney unprecedented legislative power.

Growing Businesses

This post goes into some of the secrets behind Spotify's success and how they're thinking about future gorwth, despite having over 250M monthly users.

Growing Businesses

As I have taken on product-related responsibilities, I have gotten into the habit of studying commonly used interfaces. In this post, I take a deep look at the mobile version of Call of Duty - a game that has gotten 140+ million downloads in less than two months.

Growing Businesses

Business valuations are generally seen as an arbitrary measure. We have historically created valuations using financial metrics. Today, marketplace companies can using their proprietary data to predict performance and lend capital - creating a new frontier for marketplaces to compete on.

Growing Businesses

While the fundamentals of what makes up a good acquisition target will be the same, the playbook to drive growth for mature technology companies promises to be different. As the technology landscape continues to mature, I expect the opportunity for private equity/search funds to grow dramatically.

Growing Businesses

It’s easy to be mesmerized by the disruptive nature of today’s startups. One common thread across all of these success stories is their ability to achieve a negative cash conversion cycle.

Growing Businesses

The search fund space continues to become competitive - requiring operators to diversify the ways in which they source their deals. Having worked with a few search funds, it takes a holistic approach to fill up your CRM.

Growing Businesses

Software companies taste like chicken. They’re selling different products, but 80 percent of what they do is pretty much the same. We exclusively focus on enterprise software.” — Robert Smith