Seb

@Moelis, Prev @UMich, @nyknicks and @mets fanatic, and constantly exploring the digital economy

[Seb @s_duluc]

What a year for Conference USA…

FAU is in the final 4 and North Texas beat UAB to win the NIT Championship.

It’s great seeing strong talent and coaching outside of the Power 6

[Jason ✨👾SaaStr.Ai✨ Lemkin @jasonlk]

So it may seem like the public markets for SaaS are way, way down

But not everyone is down

Paycom is a quiet HR and Payroll SaaS leader that's at $1.2B in ARR, growing 30%

And it's worth almost $20 Billion in today's markets -- 16x+ ARR

5 Interesting Learnings: 🔽🔽🔽🔽🔽

[Seb @s_duluc]

@ParisHeymann Can you clarify this? How do you mean by how long before a fair same-in, same-out multiple?

Great thread!

[Seb @s_duluc]

@McStempel This is the content I need in my life 😂😂

[Seb @s_duluc]

@nyknicks Please draft one of those Duke boys AJ Griffin or Mark Williams… I’ll take 46% 3PT shooting or great rim protection

[Seb @s_duluc]

@dhaber With a 50% historical IRR, @thomabravo should be mentioned here! Software-focused leaders in buyout, growth, credit, and SPACs.

[Seb @s_duluc]

@sidetalknyc Need it

[Hoops @Hoopss]

OH MY😳 https://t.co/1ZuMJsB7uo

[Seb @s_duluc]

Nothing better than having the gym to yourself to focus and get good reps in 🏀💪🏻💯