Sid Tandon

[Nielsen @nielsen]

Nielsen and @doubleverify are joining forces—a significant milestone for driving media effectiveness across the entire industry.

A proud moment for Nielsen, and an exciting next chapter as we continue to innovate for clients and the advertising community.

https://t.co/9NPhQDzK44
#Nielsen #DV

[Sid Tandon @sid_tandon]

@levie @buccocapital @jaminball $EMCLOUD index down ~50%. $QQQ down 34%. $BOX up 20%.

[Manav Garg @manav_garg]

It is time for India's "tryst with a digital destiny".

Presenting a manifesto for India to become the "SaaS operating system of the world" and emerge as the pre-eminent digital and tech superpower.

https://t.co/fLwGcVUOVy

[Manav Garg @manav_garg]

It is time for India's "tryst with a digital destiny".

Presenting a manifesto for India to become the "SaaS operating system of the world" and emerge as the pre-eminent digital and tech superpower.

https://t.co/gOl06Nhon0

[anand mahindra @anandmahindra]

‘Neeraj’ now also means ‘Unstoppable.’ #NeerajChopra

[Jamin Ball @jaminball]

Updating the valuation scatter plot that breaks out FCF bands by color. Every company with a >15% FCF margin is above the regression line except for Docusign (and they're only slightly below). The R-squared for just the blue dots is 0.82. Overall R-squared is 0.44

[Sid Tandon @sid_tandon]

@jaminball Great chart

[Sid Tandon @sid_tandon]

Tough economic times lie ahead via @FT
⁦@martinwolf_ has given an very thoughtful view on challenges ahead for global economy. https://t.co/8IxMp6qJEf

[Sid Tandon @sid_tandon]

There’s a New Recession Canary in the Coal Mine, Morgan Stanley Says https://t.co/CPMt6yJUxw

[Sid Tandon @sid_tandon]

@saxena_puru Issue is lack of profitable growth. In high cost of capital environments like now, unprofitable growth is unlikely to drive value creation

[Sid Tandon @sid_tandon]

@jaminball Adobe trades at 11x ntm rev selling into similar end market and similar growth. Do you think it’s because they have 2.5x the fcf % as salesforce ?

[Nick Mehta @nrmehta]

The last few years in tech have been about "Growth At All Costs." While the financial downsides are obvious, I wrote a post about how this model hurts all stakeholders (employees, customers, etc.) long-term.

https://t.co/hGq93H2wrH

[Sid Tandon @sid_tandon]

Losers can keep losing via @FT
#sbc #stockbasedcompensation https://t.co/KafcVZIEkG

[Sid Tandon @sid_tandon]

The chart comparing multiples to 10y treasury is amazing. Stark reminder that for all excitement this week on run up in share prices, the value destruction in SaaS has been immense and we are inching are way back to LT median.

[Jamin Ball @jaminball]

This week on Clouded Judgement: Was mid-June the bottom?

- Median software multiple: 7.3x
- High Growth software median: 10.7x
- Mid Growth software median: 7.1x
- Low Growth software median: 2.5x
https://t.co/wf3bEPDrgJ

[Mohamed A. El-Erian @elerianm]

These two charts from the @WSJ on US disposable personal income and retail sales are reminders of the importance to distinguish between nominal and real indicators during this phase of persistently high inflation.

#economy #inflation #RetailSales #income #inequality #EconTwitter

[Sid Tandon @sid_tandon]

$U unity Announces Merger Agreement with ironSource $IS went public a year back at 11.1B valuation in #spac deal with TB. Deal is all stock valuing $IS at 4.4B. ⁦@jaminball⁩ https://t.co/hdDOm9PeUg

[smac @0xsmac]

this was the most interesting slide from the coatue deck imo

phase 1: p/e compression
phase 2: earnings revised lower
phase 3: actual capitulation

earnings szn will be interesting to watch. don't think we've seen enough meaningful revisions lower (broadly speaking)

[Sid Tandon @sid_tandon]

#Layoffs Of Ten Percent by Scott Adams https://t.co/ERxbJTDSJC via @Dilbert_Daily

[Sid Tandon @sid_tandon]

Great chart.

[Carl Quintanilla @carlquintanilla]

See if you can spot the “chip shortage” — and how quickly it’s turning back into a glut.

(via Jefferies) $SMH