Gary Evans, Jr. retweeted
So AppFolio is a quiet member of the 10x ARR club
- SaaS for property management
- $660m run-rate, $7.2B market cap (11x)
- Growing 29% a year -- efficiently
- Only 30% of revenue from software, rest payments + services
- 20% Free Cash Flow, 16% non-GAAP margins
- Frozen hiring for 2 years to get super efficient, despite strong growth
And ...
- Stock up a stunning 86.96% this year
That's what the markets want for now. Efficient, measured, high operating margin growth.
Gary Evans, Jr. retweeted
The Fed aiming for a soft landing😳
🔊
xitter.cf/jeansuccockhard/status…
This is crazy @jrtowell
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Y'all check this out! Desiring God the new song from Acappella was just released on all platforms! open.spotify.com/track/6bYuH…
Gary Evans, Jr. retweeted
We’re headed to West Texas for a worship leading round-up 🤠 in two cities!! Come, join us on Sunday, September 12 in Amarillo (10:30 AM) or Lubbock (6:30 PM) 👇🏿👇🏿👇🏿#unitedvoiceworship #bridgelifetogether
Gary Evans, Jr. retweeted
Maintain a margin of safety—even when it’s going well.
Rich people go bankrupt chasing even more wealth.
Fit people get injured chasing personal records.
Productive people become ineffective taking on too many projects.
Don’t let your ambition ruin your position.
"The courage to take the first step. The discipline to take the next one."
— @shaneparrish – at Lubbock, TX
Texas with the #chocolatechipcookies, yes!
Step aside, 7 layer dip. This year’s trending food searches for the big game include some surprises. Grab your labneh and mochi and check out more Google tips and trends ahead of this weekend → goo.gle/39OzWDc
Gary Evans, Jr. retweeted
Apparently the Dow is down because “Some investors may have had to liquidate long positions to cover their unraveling short bets on GameStop stock and others. All three major U.S. indexes in the red”
What a review! Apple has killed it with the M1! – at Lubbock, TX
★ The M1 Macs
daringfireball.net/2020/11/t…
Just downloaded a FREE copy of @OptionAlpha "Fast-Track" 8 Week Options Hacking Guide. Grab yours here: bit.ly/1EX0zxe
Gary Evans, Jr. retweeted
Brilliant: drone footage of San Francisco yesterday to blade runner 2049 sound track
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“A gentle answer deflects anger, but harsh words make tempers flare.”
Proverbs 15:1 NLT bible.com/116/pro.15.1.nlt
Gary Evans, Jr. retweeted
Don’t wait if you need cancer care. We’re here for you, safely treating those who have a suspected or confirmed cancer diagnosis. #EndCancer
Gary Evans, Jr. retweeted
"It's never been easier to start a company. It's never been harder to build one." - @naval

















