Tyler Zon

Curious dog-loving tech investor finding creative ways to lose money @tech_month

[Tyler Zon @tyler_zon]

@Jack49621870 @Crussian17 If you get down to what they are really selling its basically international governments and big corporates paying huge $ amounts for custom software. They have like what 250 total customers? TAM is evolving but thats not a ton of opportunity

[Tyler Zon @tyler_zon]

@seandougfan @matt_slotnick Because you dont have to mark it? Or because of growth/market?

[Tyler Zon @tyler_zon]

@OrlandoBravoTB Lot of opportunity out there. Is there one subsector of tech where a focus on efficiency is most important right now?

[Tyler Zon @tyler_zon]

@RussoWasabi @OnodaCapital @BucknSF Product is great but totally agree. No reason it should have been at 40x sales given what it was. Still some room to fall imo

[Tyler Zon @tyler_zon]

@HeroDividend $CHD

[Tyler Zon @tyler_zon]

@DanielSLoeb1 “Overweight”

[Tyler Zon @tyler_zon]

@AcquiredFM Barry McCarthy again!

[Tyler Zon @tyler_zon]

@ttunguz $BILL and $TWLO growth rates are elevated because of M&A right? Sorta hard to read through multiple comparisons on total growth rate. Gross margins and competition obv play a factor too. I still think ur point is valid tho. There could be a big shakeout in VC in 2-3 years

[Tyler Zon @tyler_zon]

@CompounderB For the bant

[Tyler Zon @tyler_zon]

@pmje73 Definitely hadn’t thought about that! Brings to mind certain software parts of $MSFT

[Tyler Zon @tyler_zon]

@matt_slotnick @BucknSF

[Tyler Zon @tyler_zon]

@matt_slotnick Dogs take over wag and set up babysitting service for humans

[Tyler Zon @tyler_zon]

@jaminball @jrichlive This is the outyear model fallacy. You always model out year growth tapering to be conservative. When the market is big enough, sometimes it doesnt

[Tyler Zon @tyler_zon]

@matt_slotnick Economies of scale? I feel like tibco is just a cash flow machine with tons of debt already. Maybe theyre trying to make another BMC or something

[Tyler Zon @tyler_zon]

@absoluttig A lot of these acquisitions would be for smaller companies that wouldn’t move the needle and would cost $B’s of dollars. I’d imagine they’d mix big splashy $B deals for mature players with small <$500M tuck-ins of tech acquisitons for product extensions. Interesting read!

[Tyler Zon @tyler_zon]

@BucknSF Chamath does it again. Wonder if they are seeing some take-rate compression too? Its a crazy world in privates - cant wait for it to rerate too

[Tyler Zon @tyler_zon]

@DannyMullenTV @CompounderB They might https://t.co/cjKNiCDwy0

[Tyler Zon @tyler_zon]

@CompounderB Yen bonds? Maybe more japan activity in the future?