Frazer hi! This post is amazing. Thanks a lot for your efforts. I wonder if you could upload your calculations via python on Github or somewhere else. That would be great for educational purposes.
Thanks Andy, I'm glad you enjoyed it! Most of the calculations are based on Tomasz Tunguz's work on pure-SaaS businesses. He lays it out in this piece https://tomtunguz.com/correlates-to-forward-multiple/. I'll try to share some Python scripts in the future if I do something with a public dataset. Unfortunately, financial dataset I used for this piece is not free so I can't easily share something replicable.
Frazer hi! This post is amazing. Thanks a lot for your efforts. I wonder if you could upload your calculations via python on Github or somewhere else. That would be great for educational purposes.
Thanks Andy, I'm glad you enjoyed it! Most of the calculations are based on Tomasz Tunguz's work on pure-SaaS businesses. He lays it out in this piece https://tomtunguz.com/correlates-to-forward-multiple/. I'll try to share some Python scripts in the future if I do something with a public dataset. Unfortunately, financial dataset I used for this piece is not free so I can't easily share something replicable.