The hottest Valuations Substack posts right now

And their main takeaways
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Top Technology Topics

Long Take: How Wise disrupted $150T of Cross-Border Payments and earns $1B in revenue

The Fintech Blueprint • 511 implied HN points • 18 Oct 23
💰 Finance Payments Valuations Stablecoins DeFi Investments
  1. Wise disrupted the costly traditional cross-border payment system by using a peer-to-peer platform and offering transparent, low fees.
  2. The company earned $1.2B in revenue in 2021 with a significant portion coming from its margin on FX transfers.
  3. Wise's growth and profitability are driven by its innovative approach to simplifying and optimizing cross-border transactions.

Let’s Talk About Repricing Stock Options

Condensing the Cloud • 19 implied HN points • 09 Feb 24
💼 Business Stock Options Valuations Employee engagement Market Trends Company strategy
  1. Repricing employee stock options can be a way to boost employee morale and engagement during challenging times.
  2. Realigning incentives through option repricing can help retain top talent and attract new talent in a competitive job market.
  3. When considering repricing stock options, companies should focus on retaining trust, transparency, and fairness within the workforce.

The 4 Problems of Airdrops

DeFi Weekly • 235 implied HN points • 26 Apr 23
🔮 Crypto Liquidity Valuations Data
  1. Decentralisation theatrics don't necessarily protect against legal issues with airdrops.
  2. Airdrops can lead to early liquidity for team members and investors, impacting valuations.
  3. Inflated user counts from airdrops may not reflect genuine user ownership or value creation.

A Look Back at Q1 '23 Public Cloud Software Earnings

Clouded Judgement • 12 implied HN points • 20 Jun 23
💼 Business Earnings Metrics Guidance Performance Valuations
  1. Analysis of Q1 public cloud software earnings provides insights for startup entrepreneurs on managing their businesses.
  2. Indications suggest a potential bottoming phase in the software industry with hopes for reacceleration by the year's end.
  3. Metrics such as revenue performance, growth, and sales efficiency play key roles in evaluating the success of a quarter for cloud businesses.
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