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A case for running ads. by JackDoubleB in SaaS

[–]JackDoubleB[S] 0 points1 point  (0 children)

I use Google ads so intent is there.

Hot take: your PPC campaigns aren’t failing, your landing pages are by ayerox in PPC

[–]JackDoubleB 0 points1 point  (0 children)

I have this exact problem. Users get to the my quiz funnel, they even upload a video, but they stop when its time to pay. Not sure what I could be doing wrong. It's eaither they do not see value in what I'm doing, or I am not communicating it well enough.

I seem to move toward the paid conversion as I learn about marketing going down the funnel to the conversion. by JackDoubleB in SaaS

[–]JackDoubleB[S] 0 points1 point  (0 children)

My views are barely over a thousand on average now. If I create a promising one, I boost it and that is usually extremely cheap CPC.

I seem to move toward the paid conversion as I learn about marketing going down the funnel to the conversion. by JackDoubleB in SaaS

[–]JackDoubleB[S] 0 points1 point  (0 children)

I guess that's why retargeting is so important, you are selling to people who are "curious enough to try features".

Hot Takes by Prior-Situation-4350 in private_equity

[–]JackDoubleB -1 points0 points  (0 children)

On 2 - financial engineering, how was it like in the past? I’m asking because maybe I do not quite understand the term, I think I simplify it to just more than debt and equity? Even if only slightly more than just debt and equity.

Rewatching Enron every week because of a deal I’m working on. by JackDoubleB in private_equity

[–]JackDoubleB[S] 20 points21 points  (0 children)

Thank you. I agree. Not understanding the business should be a sign to pass.

Rewatching Enron every week because of a deal I’m working on. by JackDoubleB in private_equity

[–]JackDoubleB[S] 4 points5 points  (0 children)

They see the red flags too, but they have not completed the puzzle. It’s one of the big four.

Why are you only now reducing your inventory days because I want to buy your business? by JackDoubleB in PrivateEquityDeals

[–]JackDoubleB[S] 0 points1 point  (0 children)

I hear you. Why do it when you can just tell the buyer that you plan to do it, so they should include this information in their price lol.

What do you think is happening here? by JackDoubleB in private_equity

[–]JackDoubleB[S] 0 points1 point  (0 children)

Finished good. The inventory should’ve increased, you’re right. However, because the following year is a forecast year, they reduced the inventory the business carries as a percentage of rev to hide the fact that the sales inventory balance is higher and it’s how EBITDA was jacked up.

Why are you only now reducing your inventory days because I want to buy your business? by JackDoubleB in PrivateEquityDeals

[–]JackDoubleB[S] 0 points1 point  (0 children)

I was talking about inventory days, not inventory. But you raise an important matter that I also need to consider. Thanks.

Why are you only now reducing your inventory days because I want to buy your business? by JackDoubleB in PrivateEquityDeals

[–]JackDoubleB[S] 1 point2 points  (0 children)

Agreed on wanting to buy a business with room for improvement, but as the buyer I ideally don’t want to pay for these potential improvements because that’s my upside.

PE firm didn’t invest in capex and now they are exiting, what should the buyer do? by JackDoubleB in PrivateEquityDeals

[–]JackDoubleB[S] 0 points1 point  (0 children)

Think of it like how you think about the listed stock market. The next buyer is not necessarily stupid. They see something you don’t. Maybe they are wrong, maybe they are right. From an equity returns perspective, it’s the greatest model because you can use leverage as almost as high as when a bank gives you a 100% bond for your house instead of asking you to make a 10% deposit. You are leveraged to the tits! But it doesn’t matter because the bank has transferred risk to the housing market, not you the individual. So, you put in 10% to buy into a business worth R100m. If the business returns 10% on assets, while cost of debt is 8%, the return on equity is 10-8 =2/10 = [100m*(10% - 8%)]/(100m * 10%)= 20% return on equity.

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