Tony Kim, Managing Director at Blackrock, joins CJ this week to touch on the secrets of durable businesses, why TAM is an unreliable measure of potential, competitive moats and 2nd/3rd acts as necessary means for sustainable growth, and more. Supercharge your financial operations with Maxio. Request a demo at www.maxio.com/runthenumbers for 10% off your first year.
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Maxio is the only billing and financial operations platform that was purpose built for B2B SaaS. They're helping SaaS finance teams automate billing and revenue recognition, manage collections and payments, and put together investor grade reporting packages. 🚀 Request a demo at www.maxio.com/runthenumbers for 10% off your first year.

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TIMESTAMPS:
00:00:00: Introduction
00:03:03: Definition and importance of durable revenue
00:05:35: Evaluating net dollar retention rate
00:09:08: Importance and calculation of TAM
00:16:45: Deconstructing and understanding real TAM
00:18:51: Thin wrappers and positioning companies
00:25:00: Comparing tech quality over different eras
00:28:58: Maturity and market attention for public companies
00:31:58: Necessity of moats and dominance in business
00:36:06: Evaluating companies
00:36:42: The importance of the second act in business
00:41:11: The value of a strategic narrative
00:45:02: What separates good CFOs from great CFOs

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

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