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Perspectives

Customer Value

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Customer Value
CAC is the new CapEx, EBIT“CAC” should be the new EBITDA
Podcast

CAC is the new CapEx, EBIT“CAC” should be the new EBITDA

One Size Fits All Me

Customer Value
Yield is All You Need
Podcast

Yield is All You Need

One Size Fits All Me

Why IRR on CAC is the Only Metric that Matters

Customer Value
How Fivetran Scaled Its Growth While Generating Excess Cash
Podcast

How Fivetran Scaled Its Growth While Generating Excess Cash

One Size Fits All Me

Customer Value
The Unbundling of “Growth” Equity
Podcast

The Unbundling of “Growth” Equity

One Size Fits All Me