Growth Mindset

Why it Doesn't Matter if Citadel "Beat the Market"

Understanding risk-adjusted returns in the public markets

Jan 15, 2024 • 

Jeff Noonan

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Public SaaS is Overvalued Heading Into 2024

An assessment of prevailing multiples in the current environment

Jan 1, 2024 • 

Jeff Noonan

2

October 2023

The Bull Case for OpenAI

Building THE AI platform

Oct 30, 2023 • 

Jeff Noonan

4

2

Assessing Loom Investor Performance

Why MOIC doesn't tell the whole story

Oct 16, 2023 • 

Jeff Noonan

3

Will AI be the Biggest Platform Shift Yet?

A comparison of Internet vs. Cloud vs. Mobile vs. AI

Oct 9, 2023 • 

Jeff Noonan

7

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September 2023

What Growth-stage Startups Can Learn From Klaviyo's IPO

Three key lessons from the company that may have just opened the SaaS IPO market

Sep 21, 2023 • 

Jeff Noonan

10

Headline Valuations Are Misleading

Why private market valuations quoted in the news don't tell the full story.

Sep 11, 2023 • 

Jeff Noonan

5

August 2023

Retention is All You Need

A required shift from attention to retention as AI startups scale

Aug 29, 2023 • 

Jeff Noonan

9

Does Software Really Taste Like Chicken?

Why chicken may not be the right bird analogy.

Aug 21, 2023 • 

Jeff Noonan

13

2

What Makes a Great Business?

A simple yet powerful three part definition.

Aug 14, 2023 • 

Jeff Noonan

7

Introducing Growth Mindset

A new space to explore the world of growth-stage business building and investing.

Aug 14, 2023 • 

Jeff Noonan

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