Discover and read the best of Twitter Threads about #softwareasaservice
Most recents (2)
Here is how #platforms die: first, they are good to their users; then they abuse their users to make things better for their business customers; finally, they abuse those business customers to claw back all the value for themselves. Then, they die. 1/ 
If you'd like an essay-formatted version of this thread to read or share, here's a link to it on pluralistic.net, my surveillance-free, ad-free, tracker-free blog:
pluralistic.net/2023/01/21/pot… 2/
pluralistic.net/2023/01/21/pot… 2/
I call this #enshittification, and it is a seemingly inevitable consequence arising from the combination of the ease of changing how a platform allocates value, combined with the nature of a "two sided market." 3/
Small cap/high growth seems to THE obvious way to riches - right.
But how do we actually find them?
More often than not, they're already trading at high multiples and has a lot of HYPE.
In 2021 we've had 10 interesting Danish IPO's I will list below.
All small cap
⬇️⬇️⬇️⬇️⬇️
But how do we actually find them?
More often than not, they're already trading at high multiples and has a lot of HYPE.
In 2021 we've had 10 interesting Danish IPO's I will list below.
All small cap
⬇️⬇️⬇️⬇️⬇️
1/
#Baqtiquant
$BACTIQ
Small cap tech company supplying #solutions optimizing #water usage in many industries. One industry is big data farms (a lot located here in Denmark). BactiQuant helps #Facebook and #Apple to clean their water #cooling systems.
Current P/S: 35,8
#Baqtiquant
$BACTIQ
Small cap tech company supplying #solutions optimizing #water usage in many industries. One industry is big data farms (a lot located here in Denmark). BactiQuant helps #Facebook and #Apple to clean their water #cooling systems.
Current P/S: 35,8
2/
#NordInvestments
$NORD
Small cap tech company #automating #investing for people with "#robot advisors". 100% digitalized and customized based on clients needs, risk profile and time frame. Became #2 robot investing company in #Denmark quickly.
Now managing >1 billion DKK.
#NordInvestments
$NORD
Small cap tech company #automating #investing for people with "#robot advisors". 100% digitalized and customized based on clients needs, risk profile and time frame. Became #2 robot investing company in #Denmark quickly.
Now managing >1 billion DKK.
