Yearn for Churn (if you’re this type of business) As SaaS, marketplace and subscription companies blossomed in the past decade, so has a cottage industry of bloggers, thought-leaders and advisors on providing support on how to reduce churn.
FCF > NI I first learned about this rubric from Geoff Gannon on Focused Compounding. When looking at a company’s cash flows, one of the things to look out for is Free Cash Flow > Net Income (FCF > NI). Continue Reading →