Viewing profile — vu0tran

Thanks for giving it a read! Honestly, I hope you're right and I'm wrong. I think for the most part, the things that people talk about and try to predict don't usually come to frui…

Yeah you might be right. I typically am a lot more bull than my other colleagues lol. I don't think I'm far off though. I might be several years off, but definitely not 10s of year…

Author here. Thanks for reading. I've been thinking about this for a long time. I used to work at Snapchat where a lot of the talking points were still centered around the "Social …

ehh... to be fair, lots of companies did much worse. Lots of companies in Fintech during the run up.

[1] Price to Sales is a company's reported last 12 months of revenue divided by their market cap at that point in time [2] If anyone wants a weekly report, submit your email here: …

It's like 95% art, which is why we got horrendous valuations like with Bolt. https://valuations.fyi/company/bolt-financial $40M revenue, $11B valuation. What were they thinking!?

With the current down markets, we were wondering what private company valuations looked like when compared to similar public companies. We were inspired by the a16z article ( https…

https://equities.fyi/company/instacart Uber / Lyft get a multiple of about 1x. DoorDash gets 4x. Instacart did $1.8B in revenue so even at a generous 6x multiple, it's only $11B...…

Buy now pay never. All of fintech is probably down by roughly 80% from highs: https://equities.fyi/company/plaid

You can see the feature roadmap and design ideas here: https://justjournal.app/about (FYI, your data is only saved on localstorage for now) I basically just wanted an excuse to cre…

I collected different "rate me" prompts from various apps and created a survey here. https://docs.google.com/forms/d/1ODJ-Q4gBCTdrGDDaXKNaeJGkQ4TmOlCZY6jUREtBU3E/viewform It'd be g…

Thanks for the tip!