(Total Views: 440)
Posted On: 03/20/2021 12:43:56 PM
Post# of 32974
My My, Hey Hey...
Things sure look different, today
I've always said...
There is more to the picture than meets the I
Love the new look here
Love what you've done with the place
I posted this on my new DD Support Board and Research Team board on iHang and the other location yesterday but I don't think I posted it here
Seems like most here read it there as the board views there are high
Kind of like that movie
It Follows
400+ views and the day is just getting started
Maybe I get that back up to 70K views like the old days?
My intention isn't to take my ball and go home
Far from it but to do what I said I'd do...
I'll also share with people how to do real research
After all, isn't that what a real DD Support Board and Research Team board should be doing?
Otherwise it's a front, eh?
A put on...
Anyway, for those that missed it...
Location, Location, Location
Anyone that has bought or sold real estate knows that
Sometimes it's easy to find comps, sometimes very hard...
to find the right place at the right time
Especially if there isn't anything like it in the market
Well, Bambuser is the closest thing you are going to find to a comp
Bambuser revenue $3,636,321 (may include things other than SaaS)
Verb's SaaS only revenue is even higher after only 3 quarters: $3,809,000
Let's say Verb's SaaS only revenue ends up at $5M for the full year
At a market cap of $100M that is x20 SaaS revenue
Bambuser is x158 revenue which actually sounds about right for this space
And if Bambuser revenue included more than SaaS, then that ratio is even higher
So why is Bambuser market cap so high?
In one year they went from $373,640 in revenue to $3,636,321
About x10
Basically from peanuts, to less revenue's than Verb
Not quite the revenue Verb already has but as I've pointed out a number of times...
A company's valuation doesn't just depend solely on revenue
Potential is one of the factors as well
One the hypergrowth kicks in with Verb, you will see some nice valuations
Things sure look different, today
I've always said...
There is more to the picture than meets the I
Love the new look here
Love what you've done with the place
I posted this on my new DD Support Board and Research Team board on iHang and the other location yesterday but I don't think I posted it here
Seems like most here read it there as the board views there are high
Kind of like that movie
It Follows
400+ views and the day is just getting started
Maybe I get that back up to 70K views like the old days?
My intention isn't to take my ball and go home
Far from it but to do what I said I'd do...
I'll also share with people how to do real research
After all, isn't that what a real DD Support Board and Research Team board should be doing?
Otherwise it's a front, eh?
A put on...
Anyway, for those that missed it...
Location, Location, Location
Anyone that has bought or sold real estate knows that
Sometimes it's easy to find comps, sometimes very hard...
to find the right place at the right time
Especially if there isn't anything like it in the market
Well, Bambuser is the closest thing you are going to find to a comp
Bambuser revenue $3,636,321 (may include things other than SaaS)
Verb's SaaS only revenue is even higher after only 3 quarters: $3,809,000
Let's say Verb's SaaS only revenue ends up at $5M for the full year
At a market cap of $100M that is x20 SaaS revenue
Bambuser is x158 revenue which actually sounds about right for this space
And if Bambuser revenue included more than SaaS, then that ratio is even higher
So why is Bambuser market cap so high?
In one year they went from $373,640 in revenue to $3,636,321
About x10
Basically from peanuts, to less revenue's than Verb
Not quite the revenue Verb already has but as I've pointed out a number of times...
A company's valuation doesn't just depend solely on revenue
Potential is one of the factors as well
One the hypergrowth kicks in with Verb, you will see some nice valuations
(18)
(0)
