About
Half operating, half buy side roles in enterprise software.
Experience
Education
Volunteer Experience
Publications
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Fox vs. Snail
Razorhorse Capital
Exploration of how profitable growing businesses fare in downturns versus high growth companies with poor unit economics
Other authorsSee publication -
Tortoise vs. Hare
Razorhorse Capital
Discussion of the value of growth versus EBITDA in the Rule of 50 (aka rule of 40).
Other authorsSee publication -
I'm No Peyton Manning
Razorhorse Capital
Article walks through factors that impact valuation of a software company.
Other authorsSee publication -
The Rule of 50
Razorhorse Capital
Perspective on the software business model, and market segmentation.
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Nasdaq Stock Market, Inc., The
Harvard Business School
Harvard Business School case exploring how ECNs changed the structure of the US equity markets, and how Nasdaq responded to the competitive threat from more nimble start ups.
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