A repeatable software value-creation model pairs existing management with product-level P&Ls, separated R&D and sales, operational gains, and acquisitions.
A repeatable software value-creation model pairs existing management with product-level P&Ls, separated R&D and sales, operational gains, and acquisitions.
![A.J. Rohde: Living in the (Software) Limelight [Joys of Compounding, Ep. 38]](https://megaphone.imgix.net/podcasts/d019faba-8f42-11f1-8fb8-6f742e950ea8/image/1907bd35d725b8d1a731e8ca893d33a2.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
More from this episode
See all →After 1984 spectrum deregulation, Pagenet turned roughly six or seven million dollars invested in…
Lowering long-term growth assumptions in years eight through eleven erased roughly 30% of software…
Software grows at roughly twice the S&P median rate, earns about 80% gross margins, and still…
As AI expertise becomes more widely available and stratified, labor costs could deflate across…
The best roll-ups paired fragmented markets with negative churn, high gross margins, and capital…
Regulatory change created the playbook: assemble newly available assets, find an operator, and…
The Finance Cup turns recreation into a pay-it-forward community for younger tennis players.
An acquisition must make sense even if full integration never happens. Synergies should improve…
Don't lose this one
A free account saves cards like this to your Collection, and Korva resurfaces them so you actually remember.