Post 152; Sept. 1, 2020 – Melt up!

Mind blowing!

Reminiscent of the 1999 melt up…only then the companies had little or no revenues, cash flow, profitability or recurring revenues like these companies. My company (the first SaaS company called Corio) got caught only because half our customers did not survive. Hard not to feel like we are walking a tightrope on the edge of the precipice. No telling how long this will last…then it will be a very quick descent from the clouds. No crystal ball here, but no doubt about the insane results ZM just announced yesterday (ZM up +42% today!)

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If you'd like to receive a friendly email each Tuesday morning at 10am (if there is a new post from me) with a summary of my new posts, please provide your email address here, if you have not already done so. Emails will NEVER be sold, distributed or used by me in any other way

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