Metadata‑Driven MRR Schedules Unlock Revenue Intelligence
As I was building my MRR analysis feature, I realized that there is much more power in our MRR schedule than we realize. With the correct metadata, we have a revenue intelligence engine that will provide more insight for our sales and marketing teams. The report below should be simple and automated, yet many SaaS operators still struggle to create accurate MRR and retention schedules. AI can't help you there. It still comes back to clean invoice data and a good data structure. But the power is in the metadata. This is not something new, either. We must attach firmographic data points to our customer ID's to enrich the analysis. Overlay AI on top of accurate MRR schedules and segmentation and you unlock insights and revenue upside. For example, you can calculate: - revenue durability (coming soon to my app) - dormant expansion opportunity - high-performing vs. low-performing segments - ACV analysis within segments for upsell opps I'm about to launch these features at https://lnkd.in/giyMftN6 . I've always said treat your MRR schedule like gold. Now, you can unlock more gold from your MRR data. #SaaS
Berkshire Cash Dips, Profits Plunge 30%
Berkshire Hathaway's cash pile drops to $373.31bn in 4Q down from $381.7bn in the previous quarter following after a rather disappointing quarter. Operating profits fell nearly 30% in Warren Buffett’s last quarter as CEO, as insurance underwriting earnings slumped. That metric fell by...
Understanding the Economics Behind Parametric Insurance
Parametric insurance economics 🧐 https://t.co/xsiFGRw3HV @jeffroth77 @GalenDShaffer @JimMarous @FGraillot @nigelwalsh @SpirosMargaris @jblefevre60 @robgalb @RonnoArnold @hedgequote @Nick_Lamparelli @antgrasso @hugues_bertin @globaliqx @psb_dc @an_battista @InsuranceEleph1
Capital vs Labor Income Drives Wealth Gap, Not Salary
You’re earning the wrong type of income, and your salary is the proof. Two people earning $200K. Same income, completely different financial realities. There is a distinction between capital income and labor income reveals why the wealth gap isn’t about how much...
Friday's Roundup: Sunway IPO, Plot, Profit Swings
Summary of Major News on Friday, 27 February 2026:  1. Sunway Healthcare’s Historic IPO and IJM Corp Bid Update 2. Alleged Plot to Topple the Government Uncovered 3. Petronas Faces 18% Profit Drop Amid Oil Price Slump 4. CIMB Reports Earnings Growth and...
2026 Focus: Refinancing Over Appreciation for CA CRE
California CRE owners: 2026 is about refinancing — not appreciation. Higher rates + tighter DSCR + lower valuations = equity pressure. If you want to stress-test your property’s refinance position, DM me “REFI.” #CaliforniaRealEstate #CREInvesting #CommercialFinance #RealEstateStrategy #marketshift
Global Debt Hits Record High, Driven by China, US
SCMP: "Global debt climbed to a record high in 2025, rising at the fastest pace since the pandemic, with China and the United States accounting for a large share of the increase, according to a new report." https://t.co/GSQFwnXnb0
Rates Slip Even as Inflation Heat Rises
Why did rates and bond yields drop today despite a hot inflation report? #Labor over #inflation. #mortgagerates #realestate #chartdaddy
Malaysia’s Economy Faces Geopolitical Shock and Record IPO
Major news to track on February 27, 2026: 1. The Friday Power-Play: Malaysia's Economy in the Crosshairs A critical convergence of geopolitics and capital is reshaping Malaysia’s financial landscape this morning. From high-stakes Cabinet decisions on US tariffs to the largest...
Lawmakers Push Tax Reforms to Curb Investor Housing Advantage
Lawmakers eye tax changes to tackle institutional investors in housing: Semafor "this is not a free market for the American family, because investors… have special tax write-offs… that aren’t available to single families" -Rep. Marlin Stutzman, R-Ind. https://t.co/4JRvuFhZMv
Asana CEO Spends Billions Selling Meta for $1B Asana Stake
Asana CEO has purchased over $1B of Asana stock since they went public 🤯 Asana market cap today is only $1.7B. The purchases were funded by selling his Meta stock... He lost several billion dollars from selling Meta and buying Asana... >>https://t.co/cRAFDwGz2b https://t.co/ltv5Z71gZq
Opaque Private Debt Markets Reveal Growing Financial Fragility
Private debt markets have been struggling for some time. These are nonbank lenders, largely in the private equity space, although they do rely upon bank credit. This is one of many fragilities in the financial market and the economy more...
Private Credit’s Worst Deals: Aggregators, Roll‑ups, Soccer, Education
The worst segments of private credit (hint: it's not software*): Amazon aggregators Dental roll-ups Veterinary roll-ups Soccer teams Education *except for Pluralsight, which may be the worst private credit deal of all time
SPAC IPOs Raise $10B in First Two Months
Just two months into the year and there have been 51 SPAC IPOs, which have raised a total of more than $10 billion, exceeding the total blank check IPO issuance in all of 2024. https://t.co/qkcICZwFet
Early Bets Win; Amazon’s Late Entry Costs Billions
Early positioning beats late capital every time. Amazon just invested $50 billion in OpenAI for 6 percent ownership and distribution rights. Microsoft invested $13.8 billion starting in 2019 and owns 23.5 percent with exclusive IP, revenue sharing, and API control locked through...
Revenue Growth Trumps Profit as Companies Form Interlinked Borg
I take @sama point on circular dealmaking concerns -- that the revenue growth is key metric. And will leave profit concerns for another day. But also true that these companies are becoming something of a borg. If one goes down, it's...
AI, Private Credit, and US Debt Drive Market Volatility
Having @bethanymac12 on the show to discuss the economy, markets & the issues currently causing volatility like the benefits/consequences of A.I. as well as trends in Private Credit is invaluable. We also hit $FNMA $FMCC. Of course my @Kalshi topic...
Financial Fluency Doubles Owners' Cash Extraction From Revenue
If you don't have financial fluency, your chances of turning business revenue -> personal cash plummet. I have the data to prove it. I surveyed 200+ store owners as part of the 2026 eComFuel Trends Report (full report coming soon). One of the...
AI Boosts FP&A When Foundations Are Solid
AI can be a powerful co-pilot for FP&A — when foundations are in place. Start small. Fix processes. Keep human judgment central. 🎬Finance leaders from Miele, ETH Zurich, Takeda & Jedox shared practical lessons and real journeys: https://t.co/byNC3xTozV #fpatrends #aiinfinance
Banks Fund Equipment, Not Your Business Goodwill
"Most commercial banks will lend against machines & equipment... Do you know what the bank won’t finance? Goodwill… the intangible value of the fact that you’ve built up a great clientele" –12 Things to Do Before You Consider Selling Your...
Storytelling Beats Metrics in Early-Stage Fundraising
Metrics matter. But in early-stage fundraising? Storytelling matters more. In Ep. 234 of The SaaS CFO Podcast, Helen Hastings shares why vision + narrative win investor conviction. Listen here 👇 YouTube: https://t.co/BnQYh8fzzR #SaaS #Fundraising #Startups https://t.co/zRSXoqqM2z
OpenAI Poised for $10 B Infusion, $850 B Valuation
As noted in Axios Pro Rata: OpenAI expected to add another $10 billion to the round, which would bring it to $120b at an $850b post-money valuation. Would be from sovereigns and other fin investors (including existings). https://t.co/xDMSkiZRiR
Private Credit BDCs Plunge From Premium to Deep Discount
In just 12 months, private credit went from red hot to ice cold One year ago, the average BDC traded at a +6.2% premium to NAV Now, the average BDC trades at nearly a -20% discount to NAV, a level only exceeded...
Deal Masks Circular Financing, Smells Like Ponzi
It’s not actual cash raised, this deal adds to the thicket of circular financing from the biggest companies in the worlds. A whiff of Ponzi.
Add Inventory to Valuation only if Working Capital Requires It
When valuing a business using a cashflow multiple (SDE or EBITDA), do you ADD inventory on top of that price? Answer: Sometimes yes. Sometimes no. It depends on how the working capital actually functions.
Investment Hinges on Capital Cost, Not Cash Windfalls
The tariff refund issue is fun to follow. But it doesn't matter much for the macroeconomy. Business investment determined more by cost of capital than cash availability. Keynesian multiplier very low on one-time transfers to businesses. And debt impact large...
FnGuide's Index Business Undervalued Amid Explosive AUM
With its index business now >50% of revenues, FnGuide is becoming a KOSPI market proxy on steroids. But I think the index AUM rising from KRW 14 trillion to 50 at 40%+ incremental margins is still underrated. I'm getting to...
From Lender to Fintech: Tapping $13T Mortgage Market
Big quarter for figure: - 50% marketplace → they've become a fintech platform, not a lender - 19% first lien → they've entered a market 32x larger than their original one (HELOCs are $400 billion Market. 1st lien mortgages are $13...
Prioritize Contribution Margin Above All Other Metrics
99.7% to target on CM this month. Great growth teams are committed to a hierarchy of metrics. Every month is going to involve different trade offs to reach your goal. But great forecasting and execution requires being clear on the...
Netflix Rejects Paramount Offer, Cites Brand Stewardship
Netflix declines to match Paramount offer for WBD: We believe we would have been strong stewards of Warner Bros.’ iconic brands, and that our deal would have strengthened the entertainment industry and preserved and created more production jobs in the U.S.
Bitcoin's Sharpe Ratio Outshines Gold, Offering Generational Upside
The fact that Gold has gone up so much, that's only accelerated through all financial products that we've designed. However, holding Gold at this point isn't the right bet for most asset managers. The Sharpe Ratio is way worse. The flipside: the...
MicroStrategy and BitMine Still Lead Corporate Crypto Purchases
Top 5 companies buying crypto for their balance sheets by unrealized losses — according to CryptoRank The usual record holders remain the same: #MSTR MicroStrategy - the world’s largest corporate buyer of #BTC #BMNR BitMine - the world’s largest corporate buyer of #ETH...
Claude for Excel Cuts Model Building Time to Zero
Here’s the most impressive thing about Claude for Excel: It’s intuition on how to structure a model and build input levers at exactly right level, and outputs in the right format is very impressive. Better than a typical analyst. That means not only...
BlackRock Adds 4,309 BTC, $290M in Hour
BlackRock continues to increase its #BTC holdings. Over the past hour, the company purchased 4,309 BTC worth $289.6 million. https://t.co/XHsOQfFWwO
CIOs Must Deliver Defensible, Audit-Ready Budget Forecasts
#CIOChat Q3: Yet CIOs still owe CFOs defensible numbers and audit-ready plans. How are you reconciling professional budget requirements with uncertainty. Are you using rolling forecasts, dynamic reserves, probabilistic models, or something else? https://t.co/OO17dBefNJ
SEP IRAs Limit Advanced Tax Strategies—Consider Better Options
SEP IRAs are a dead giveaway that somebody has room to do great planning 1.) They block backdoor Roths 2.) They reduce QBI more than solo 401ks do since SEP IRAs only allow employer contributions 3.) They do not support the mega backdoor...
Amazon's $50B OpenAI Bet Depends on IPO or AGI
.@theInformation Exclusive: @Amazon’s potential $50B investment in @OpenAI may hinge on two triggers: an IPO or reaching AGI.
Mid‑market AI Success: Small Teams, Tight Budgets, Mature BI
Most of my clients are mid-market organizations, and they're all approaching AI the right way. And it has nothing to do with ChatGPT/Gemini/Claude. Here's what these organizations all have in common: 1 - Small teams. 2 - Tight budgets. 3 - Mature BI infrastructure. 4 -...
Balancing Rates Drives Predictable Credit Cycles
In order to have successful capital markets, you see the same things happen again and again. Since one man’s debts are another man’s assets, you have to keep interest rates not so high that they crush the debtor, without having them...
Fast 7-Year Auction Turn; Feb Extension Increases Friday
It will be a quick turn from today's 7y auction to month end tomorrow. Reminder Feb duration extension will be larger Friday as it always is in a refunding month.
UBS Predicts Private Credit Defaults Surpass 2008 Crisis Level
UBS's worst-case default rate for private credit is 15%. Up from 13% a month ago. For context, the 2008 leveraged loan default rate peaked at 10.8%. UBS is now modeling a scenario worse than the financial crisis for private credit. And they...
Wall Street Fears Both AI Overload and AI Scarcity
How is Wall Street simultaneously afraid of too much AI and not enough AI? 👇
Adam Smith's Verdict on Today's Economy
March 9 will be the 250th anniversary of the publication of The Wealth of Nations. How would Adam Smith judge our economy today? We discuss it with @Jesse_Norman, author of Adam Smith, Father of Economics, and British MP. https://t.co/Y5fN0vHIkk
New Senate Bill May Double Trucking Rates, Boost Wages
The most significant legislation for freight since deregulation has been introduced in the Senate and could set off a trucking rate super cycle. This would create conditions that would bring back living wages to truck drivers, provide massive incentives to...
Top 5 Payment Processors Control 56% Market
Will anyone dislodge Stripe as the payments king? This chart is about the same as last year. Stripe lost a few points, but the same number of Do Not Accept / N/A remains the same. PayPal remained the same. Survey...
VITL Plunges 60%, Trades at 10x EV/
$VITL shares down >60% from the August 2025 highs EV down to ~$800 million, it trades at ~10x EV / EBIT
LLMs Fail 85% of Investment Tasks, Math Weakness Evident
LLM-driven AI tools are much better with words than with math... at what point is the time to back-check the output calculations more time-consuming than just using established software providers for key investment research and financial planning functions? "Mass market AI...
CRM Faces Margin Pressure From Compensation, M&A Costs
$CRM Look at the headwinds of stock based compensation, merger & acquisition costs. Then look at margin projections and scale problems. @dougkass @SeabreezeLP @jimcramer @SquawkCNBC @andrewrsorkin @BeckyQuick @gnoble79 @KeithMcCullough @HedgeyeDJ @tomkeene @lisaabramowicz1 @business @CNBCFastMoney @HalftimeReport @carlquintanilla @ScottWapnerCNBC @SaraEisen @SullyCNBC...
WBD CFO Insists only Financially Viable Sports Deals Will Proceed
"We’re not going to be doing deals that don’t make financial sense for us" -- WBD CFO Gunnar Wiedenfels on sports rights deals. Question: Do any sports deals make financial sense?
Nasdaq Bends Index Rules to Lure SpaceX IPOs
Nasdaq is contorting its own index rules to court the IPOs of SpaceX et al, and @thekrazykobra brings the 🔥 https://t.co/ExpsatLZ6h https://t.co/VjWaHmMJYd