It will come as no surprise to regular readers of the blog/ listeners to the podcast that I’ve been thinking about software quite a bit recently given the recent SaaSpocalypse. I’m starting from a cold start as a generalist and always worried about being the patsy at the poker table against a field full of specialists; given that concern, one company that has been pitched to me quite a few times in the SaaS selloff is cheap and easy to understand is WIX (I mentioned
Hi Andrew, interesting article. I recently was reading one of Rob Vinall's letters from RV capital (https://www.rvcapital.ch/). They are owners of Wix. Would be interesting if you two could do a podcast together!
Would certainly love to have him, but I don't know him though we have a few mutuals. I 'll try to reach out to him (though if you have an intro I'd take that too!)
Great, I think he would be open to since I've seen him on other podcasts. I don't know him unfortunately (I'm only a humble investor managing his savings on the side!)
Hi Andrew, interesting article. I recently was reading one of Rob Vinall's letters from RV capital (https://www.rvcapital.ch/). They are owners of Wix. Would be interesting if you two could do a podcast together!
Would certainly love to have him, but I don't know him though we have a few mutuals. I 'll try to reach out to him (though if you have an intro I'd take that too!)
Great, I think he would be open to since I've seen him on other podcasts. I don't know him unfortunately (I'm only a humble investor managing his savings on the side!)