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Showing posts from July, 2022

10k Words | July 2022

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  Apparently , Confucius did not say “One Picture is Worth Ten Thousand Words” after all. It was an advertisement in a 1920s trade journal for the use of images in advertisements on the sides of streetcars. Even without the credibility of Confucius behind it, we think this saying has merit. Each month we share a few charts or images we consider noteworthy. Revenue multiples have returned to pre-2020 levels for high growth software companies, based on Octahedron's index. The dowturn in valuations was accompanied by a 23% year-on-year decline in March quarter VC funding for late-stage and technoology growth funding, crunchbase calculated - although it found seed and angel investment held up better, growing 9% year-on-year. The Information found VC firms buying listed tech stocks, meanwhile consensus data from FactSet shows the tech sector is not expected to have been among the strongest growth areas of the S&P 500 in the June quarter - energy and materials stocks have the most ex
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