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Andrew Reed
In honor of Google becoming a $1T company today, presenting its pre-IPO financials...lmao😳 Just insane
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Chris Zeoli 18. sij
Odgovor korisniku/ci @andrew__reed
$1B ARR growing 172% with 36% EBIT. Sheesh. They don’t make ‘em like they used to 😂
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❄️ nick ❄️ 18. sij
Odgovor korisniku/ci @andrew__reed
Incremental margins in 2003 were negative. Obvious short
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Steven 18. sij
Odgovor korisniku/ci @andrew__reed
I’m sure there was some analyst being like “revenue growth decelerating rapidly”
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Ramp Capital 18. sij
Odgovor korisniku/ci @andrew__reed @MylesUdland
Cray cray. Looks kinda like Ramp Cap current projects divided by a million.
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Paul Allen: Soar.com 18. sij
Odgovor korisniku/ci @andrew__reed
Little known fact: an Idealab’s company invented keyword auctions. GoTo changed named to Overture. Sued Google. Yahoo bought Overture. Settled with Google for 2.7m shares. Those shares are now worth $4 billion.
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Jonah Lupton 🇺🇸 18. sij
Odgovor korisniku/ci @andrew__reed
I wonder how many investors bought stock at the IPO and still own it today? That would be impressive.
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Omar Ismail 18. sij
Odgovor korisniku/ci @andrew__reed
If you compare two different investors with ~10 year holding periods: VC: invests in Google type company series A and exists at IPO Retail Investor: invests in Google type company at IPO, exist in 10 years. Retail investor has tons more info then top tier VC at investment date
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Omar Ismail 18. sij
Odgovor korisniku/ci @andrew__reed
I’ve always wanted to do some analysis on this investment strategy: Take the top decile of VC firms, and just index across all those companies that go public backed by those VC firms. The Seqouia Public Index, Benchmark Public Index, etc. How would that perform?
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