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TDM Quarterly Vol. 16 - Twitter Version

The Quarterly aims to provide a complete, clear, and easily accessible summary of our 'best of' content.

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1/ Rethinking the Impact of Stock Based Comp (SBC) in Falling Markets.

Read our POV on how SBC can both reward employees and avoid overly diluting investors.

#TDMTidbit

medium.com/tdm-tidbits/st…
2/ What Great Looks Like: margin expansion in high-growth software companies with >$300m rev.

Who's delivering margin expansion over time, the impact on stock price, and the main drivers for their unlocking of operating leverage.

1st prize, $HUBS

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