Throwing Out the Playbook: How Savvy Investors Focus on What Matters More
douglevin.substack.com
Many investors rely on standard playbooks to guide their investment decisions - focusing heavily on metrics like ARR, user growth and churn, and total and serviceable addressable market size. But the most successful investors know when to throw the traditional playbook out and instead zero in on the key factors that often matter more.
Throwing Out the Playbook: How Savvy Investors Focus on What Matters More
Throwing Out the Playbook: How Savvy…
Throwing Out the Playbook: How Savvy Investors Focus on What Matters More
Many investors rely on standard playbooks to guide their investment decisions - focusing heavily on metrics like ARR, user growth and churn, and total and serviceable addressable market size. But the most successful investors know when to throw the traditional playbook out and instead zero in on the key factors that often matter more.