Ev's Prime Meridian
Everett RandleExplorations of topics I enjoy
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 5 | Founded | 6 years ago | Last Issue | a year ago |
| Active | |||||
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randle.substack.comLatest Issues
Game Over? (Summer 2022)
NOTE: This essay was originally written in July/August 2022.
A little over a year ago, I wrote Playing Different Games1. The piece was my attempt at explaining the tsunami-like phenomenon that was Tiger Global in the scorching hot venture...
Operating Yield
Note: this post assumes a working understanding of basic SaaS metrics/ratios/etc. If you need a refresher, check out SaaS Metrics 2.0 & SaaS P&L Refresher.
In light of slowing growth rates, cratering valuation multiples, and a steep...
Wave - Building a Cashless Africa
Today, Wave announced their $200M Series A, led by Founders Fund, Stripe, Ribbit, and Sequoia Heritage, and I am freaking stoked. Not just because we’re investing (though I am very happy about that), but because that $200M is going toward b...
Playing Different Games
The Tiger Phenomenon
Somewhere, right now, in Silicon Valley…
“So how about these Tiger guys eh?”
“Hah! You’re telling me — I heard they did [Deal X] in 24 hours after only getting a P&L for diligence and came in 25% over the found...
TBD
Nothing Yet.
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