@Talkinoutmyarse Why are you copying songs from Liverpool? So lame
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Andrew Webster
732 posts
Andrew Webster
@andrewwebster11
co-founder of https://t.co/Amjz9Q7tkJ Angel investor in over 50 startups - https://t.co/kfOeflvseH ex-Founder of @designmynight
London Katılım Ağustos 2010
425 Takip Edilen606 Takipçiler
Trying not to be biased but the away support today was decent from start to finish- Chelsea - you hanker after a wrong uns money. Most of your match day staff are gooners. The ground/concouse is like a drive through McDonald’s. What’s that all about - but we should have buried em
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@Pompey So generic and bland... seriously who is in charge of this at Pompey? So much heritage and style could be brought out. And the imagery to launch is just shocking.
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When I sold my startup in 2020, I didn’t know what to do with the money I made
So I A/B tested it: I gave half to a large private bank to invest and invested the other half myself
Writing an article about where this stands 5 years later, let me know if you wanna read it 👀
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Imagine running into a big pod of Orcas like that?? What would be your reaction?
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@jaminball Jamin, appreciate your posts. Would be useful to put in the % growth of guidance, otherwise it doesn't mean much as a comparison against the current quarter and we then have to go away and work it out. 🙏
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Crowdstrike quarter:
- $845m rev (+33% YoY) vs $839m consensus (1% beat)
- $904m next Q guidance vs $898m consensus (1% raise)
- $3,957m full year guide vs $3,922m consensus
- 119% net retention
- 16 months GM adj. CAC payback
- 75% GM
- 33% FCF Margin
$CRWD
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@harleyf @HarryStebbings The opposite, UK tax scheme is very generous for EMI schemes
Praya Barat, Indonesia 🇮🇩 English
@HarryStebbings I assume the tax treatments are also very different which creates more interest in US side?
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One of the biggest differences between the US & European startup ecoystems:
US employees care so much more and have such a different level of knowledge of stock-based compensation.
Europe really needs to catch up on this.
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Hilarious thread 👏
Jimmy McIntosh@jimmy__mcintosh
Having a pint in Gatwick Airport. Got me thinking about what the best kind of pint is. Airport pint is up there, obviously. First pint at a summer wedding? The anticipatory solo pint while waiting for a mate on a Saturday afternoon? Impromptu after-work pint on a Thursday?
Bromley, London 🇬🇧 English
@emirates Absolutely horrible customer experience waiting over 3 months for a refund. Repeated calls, emails, and just get fobbed off every time. Can someone do something about this?
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@bchesky 2013
Was the breakthrough. We always took inspiration from you for @DesignMyNight @pitchdeckpod
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Really exciting day! @sendtrumpet We're out of beta and launching on @ProductHunt. Please spare 1 min and give us an upvote 🙏
producthunt.com/posts/trumpet-2
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@XRPLRCoronel @RaoulGMI Brother in law is Portuguese and go all over so think again.
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@andrewwebster11 @RaoulGMI You clearly haven't visited the typical restos in Portugal... You haven't got a clue what you are saying. Let me guess: you been to Algarve... 🤣🤣🤣
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@XRPLRCoronel @RaoulGMI Ridiculous comment. Portugal is so far behind it’s unreal.
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@RaoulGMI Go to Portugal and eat real food... You will be knocked out of your socks... And don't go to Michelin star restos... go to typical ones... that is where the Heart and Soul is... And our Wine! YOU WILL GO BANANAS.. Cheers Raoul
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Andrew Webster retweetledi
It's time to make some noise as we welcome @sendtrumpet founded by @SadlerRory, @pitchdeckpod and @andrewwebster11 to the Lightbird portfolio! 🎺
And what's a better way to show why we're excited about the investment than through a trumpet Pod 👇
lightbird.trumpet.app/pods/62ab12795…
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Andrew Webster retweetledi
Series 5 is now LIVE. This series I have bite-sized conversations with early-stage investors from all walks of life.
Thrilled for Ep1 to be with @deepalinangia (@speedinvest & Alma Angels).
Episode: anchor.fm/pitch-deck
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@FinallyFoolin @InvestiAnalyst Mainly whether this QOQ can be sustained. I like a lot about this company, great leadership, mission critical, TAM will expand with the growth of data... I'm very close to opening a position.
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@andrewwebster11 @InvestiAnalyst I think the fact that Atlas is 58% revenue and growing at 85% YoY also increases the chances.
What are you thinking about it?
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@FinallyFoolin @InvestiAnalyst So an annual guide of 35% but you’re feeling a 60%+ year? Like the optimism!
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@andrewwebster11 @InvestiAnalyst I do expect next Q to be in the 9-10 range due to q 1 seasonality. But that's replacing a 6 in the year ago q1. They confirmed this on the call that quarterly comp basis, q1 is the weakest. So I expect the rest to be much higher than that turns in for sure.
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@FinallyFoolin @InvestiAnalyst Yeah I know they all sandbag, but it seems overly cautious. They have just delivered Q3 14% and Q4 17% QOQ, yet even if they deliver a 50%+ year, the QOQ is going to significantly come down again to the 9-10% range.
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@andrewwebster11 @InvestiAnalyst Oh, you mean annual guidance. Yeah, is garbage. No way it's closed to accurate... Just like the rest of SaaS. Playing the game. Expect beat and raise each Q.
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@FinallyFoolin @InvestiAnalyst Hey man appreciate your work. What I am head scratching on is the QOQ. Its mightily impressive but they only guided for 35%... they seem to be suggesting that QOQ is going to drop off significantly after Q1?
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