Qubit: JP Morgan Alternatives Guide Q4 2022
Venture capital return dispersion will soon break into negative territory for the bottom quartile.
Though venture capital has been a top performing asset class most years for the past ten years, 2022 will likely be the exception with a negative return.
Finally, both private equity and venture capital exits are down significantly because IPOs have practically disappeared.
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Tweets and Posts:
New accounting rules for sales commissions might be making the CAC payback period look better than it really is.
Or worse if ARR growth slows down significantly.
Check out 👇for tips on reading a SaaS income statement.
onlycfo.substack.com/p/how-to-read-…
The stock market bottoms before the economy does, as this stunning visualising from Michael Cembalest shows.
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