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…
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.
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”
Gary Evans, Jr. retweeted
Brilliant: drone footage of San Francisco yesterday to blade runner 2049 sound track
This media is unavailable
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
Gary Evans, Jr. retweeted
Today we’re announcing the general availability of speed.cloudflare.com, a way to gain meaningful insights into exactly how well your network is performing. cfl.re/2M0GQbH
Gary Evans, Jr. retweeted
Phil Jackson said the one difference between Kobe and MJ was this:
Each game they both wanted to win more than anyone else.
But when the game was over, Kobe lived like a normal person.
MJ wanted to race you to the car.
#Thelastdance
Gary Evans, Jr. retweeted
Tomorrow is the last day to vote for @Sitefinity Site of the Year. Please go vote for Smooth Fusion in the technology category!
Vote at progress.com/sitefinity-cms/…
Thank you!
#Sitefinity #websiteoftheyear #govote #webdevelopment #webdesign
Gary Evans, Jr. retweeted
Funny how characteristically each country reacts to the coronavirus. China tracks its citizens' every move. Hungary becomes a dictatorship. The US gives money to businesses. The Japanese conceal the problem. The British bravely but stupidly seek herd immunity.
Gary Evans, Jr. retweeted
THIS THIS THIS OVER AND OVER AGAIN. THIS. Please watch and share. Brilliantly and simply put.
Gary Evans, Jr. retweeted
About everybody seems to be working under the hypothesis that those who recover from the virus are permanently in the SAME condition as those who never got it.
Gary Evans, Jr. retweeted
Am I the only one who wants to contract the #Coronavirus as soon as possible? I hate the waiting. Let’s get it over with.

























