The Big Picture

MARCH 25, 2025

And, and I kind of raised my hand and said, dad, uncle John, don’t you think it might be a better idea to look at it by the numbers? Valuations tended to crash and burn very, very cheap valuations tended to do well. The numbers are pretty bad. And they dismissed me. This is 1976. So I decided what’s a quant?

Management 147

Management Numbers Investing Investments 147

Trade Brains

NOVEMBER 24, 2023

There are products for the B2C segment, which are MAPPLS and Kogo App, which create business opportunities for the travel commerce segment of the company. The SaaS companies in India saw growth of 2x in global market share as well as in the number of internet users. The order book stood at Rs. crore in FY23 as compared to Rs.

Planning 69

Planning B2C B2B Pharmaceutical 69

The Big Picture

MAY 7, 2024

She has a number of investments as as really a entrepreneur and a venture investor. I went in there and the valuation was below a billion dollars. And at two years the valuation was $13 billion. And so the magic number was $388 a month. That they could add to PayPal’s numbers. He’s great. One to 13.

Startup 147

Startup Advertising Engineering Numbers 147

The Big Picture

DECEMBER 10, 2024

These 10% are what’s driving the entire valuation. The other thing that’s different is, is that today the companies with the most spectacular valuation levels are private. They had good year over year numbers. It was at the time, the number one producer of DISC drives. I like the three year trend.

Engineering 130

Engineering Consulting Manufacturing Investing 130

The Big Picture

NOVEMBER 4, 2024

I said a number of dis drive companies, pc, I mean, we did actually invest in Compact during that period. They’re a number of technologists that are now interested in healthcare. And where we’ve made the least number of investments, the fewest number of investments is in hospital systems because Epic owned it.

Healthcare 130

Healthcare Medical Investing Investments 130