Theta Resources
From infographics and blog articles to podcasts and third-party commentary, get the information you need to understand, predict and leverage customer behavior insights.
Warby Parker S-1: Problems with one of their customer disclosures
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Farfetch Customer-Based Corporate Valuation Simulator (Q2 2019)
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What happened at Farfetch in Q2 2019? A CBCV Perspective
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Revolve IPO: Solid Unit Economics Drive a $1.7-2B Fair Valuation
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Slack: Very Attractive Unit Economics But With a Very Long Payback Period
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Slack’s Fair Equity Valuation: $22-27B With Upside Potential
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