The Lion’s Den

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The Lion's Den Vol. 14 - Should Unicorns Start Share Buyback Programs?
With an inflation of unicorns and a drought of exits, private companies might need to get creative to generate shareholder returns
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Omer Cygler
The Lion's Den Vol. 13 - Peeling the Onion: Cohort Analysis
Performing a cohort analysis on SaasTours, a fictional ChatGPT-generated SaaS company
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Omer Cygler
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The Lion's Den Vol. 12 - The Fallacies of the Rule of 40 (Part II)
The Rule of 40 should be applied differently to high- and low-growth companies when assessing whether or not they warrant a premium valuation
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Omer Cygler
The Lion's Den Vol. 11 - The Fallacies of the Rule of 40 (Part I)
With so much focus on the R40 output, many have forgotten that it's the quality of the inputs that actually determines a company's value
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Omer Cygler
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The Lion's Den Vol. 10 - A Concoction of Shrewdness, Maliciousness and FOMO
FTX's collapse is not that different than other historical debacles and yet everyone seems amazed. Pattern recognition is not just about finding…
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Omer Cygler
The Lion's Den Vol. 9 - The Timely Symbiosis Between IRR, DPI and LBOs
Why public boards of VC-led companies will start feeling pressure to sell from every direction
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Omer Cygler
The Lion's Den Vol. 8 - ESOP, CapEx & The Tooth Fairy
ESOP in software companies is somewhat akin to CapEx in traditional companies - both can have massive, often overlooked impact on cashflows and…
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Omer Cygler
The Lion's Den Vol. 7 - The "IPO Winter", No End In Sight
Why I expect at least another 9-12 months of near-zero new tech issuances and what will drive the market out of hibernation
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Omer Cygler
The Lion’s Den
Capital markets, private tech investments, important trends, Israel’s tech scene
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