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Marcos Bento
Marcos Bento

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Dec 28, 2021

Crazy M&A Ideas For 2022

In a previous job we regularly held ‘crazy idea’ sessions, in which one person had to research a potential M&A target and walk through the rationale about the acquisition for both sides of the transaction (acquirer and seller). …

Mergers And Acquisitions

10 min read

Crazy M&A Ideas For 2022
Crazy M&A Ideas For 2022
Mergers And Acquisitions

10 min read


Nov 22, 2021

Samsara IPO breakdown — the continuous cycle of an entrepreneur’s journey

In Buddhism, the Samsara doctrine contends that beings undergo endless cycles of rebirth, existence, and death, with the type of birth in this life being the result of karma from previous lives, and across six realms (hell, hungry spirits, animals, asuras, human beings, and heavenly beings). “If you want to…

VC

13 min read

Samsara IPO breakdown — the continuous cycle of an entrepreneur’s journey
Samsara IPO breakdown — the continuous cycle of an entrepreneur’s journey
VC

13 min read


Sep 2, 2021

Remitly Global — a fast-growing emerging-market money transfer IPO breakdown

Every Sunday in Hong Kong and Singapore one can expect streets, shopping malls, and public spaces bustling with movement of people going after their personal chores and enjoying their free time. Sundays are also the busiest day of the week for one type of business: Remittance shops. Immigrant women and…

IPO

10 min read

Remitly Global — a fast-growing emerging-market money transfer IPO breakdown
Remitly Global — a fast-growing emerging-market money transfer IPO breakdown
IPO

10 min read


Aug 18, 2021

The 2021 Climate Change Startup Landscape

“Most people overestimate what they can achieve in a year and underestimate what they can achieve in ten years.” A Stanford University computer scientist is attributed to this simple but powerful recognition of the importance of long-term compounding effects. Our general inability to understand that progress isn’t linear have affected…

Climate Change

5 min read

The 2021 Climate Change Startup Landscape
The 2021 Climate Change Startup Landscape
Climate Change

5 min read


Jun 1, 2021

Confluent — An IPO breakdown where infrastructure IT happens

“The Room Where It Happens” is one of my favorite songs from the excellent musical Hamilton that talks about how Alexander Hamilton, Thomas Jefferson, and James Madison supposedly negotiated in secret to establish what is now the U.S. financial system. …

IPO

9 min read

Confluent — An IPO breakdown where infrastructure IT happens
Confluent — An IPO breakdown where infrastructure IT happens
IPO

9 min read


Aug 27, 2020

Snowflake — a fast-growing data cloud IPO breakdown analysis

Network effects, also known as Metcalf’s Law, occur when the value of a product or service to a customer increases by the use of the product by the next customer (more on that from a VC perspective here and from the FTC view on competition here). …

IPO

9 min read

Snowflake — a fast-growing data cloud IPO breakdown analysis
Snowflake — a fast-growing data cloud IPO breakdown analysis
IPO

9 min read


Aug 24, 2020

Software Ate the World

August 20, 2011 - Marc Andreessen famously wrote that “Software Is Eating the World”. While the text is great throughout, I love this paragraph: “In some industries, particularly those with a heavy real-world component such as oil and gas, the software revolution is primarily an opportunity for incumbents. But in…

Venture Capital

1 min read

Venture Capital

1 min read


May 23, 2020

Vroom.com IPO Prospectus analysis — A company driving through the COVID-19 pandemic

The Sars-CoV-2 virus that causes the disease called COVID-19 has hit every single aspect of our lives with an unimaginable death toll across the world. …

Venture Capital

11 min read

Vroom.com IPO Prospectus analysis — A company driving through the COVID-19 pandemic
Vroom.com IPO Prospectus analysis — A company driving through the COVID-19 pandemic
Venture Capital

11 min read


Jan 21, 2020

Why are SaaS companies expensive to invest in and why will they always be?

The act of comparing is common in all aspects of our society. …

IPO

8 min read

Why are SaaS companies expensive to invest in and why will they always be?
Why are SaaS companies expensive to invest in and why will they always be?
IPO

8 min read


Jan 8, 2020

One Medical S-1 IPO analysis

The 2020s started on-a-tear. In the first three days alone China lowered its required liquidity ratios from financial institutions to boost its local economy, an U.S. airstrike in Iraq killed a top Iranian military official and The Pope became the first worldwide meme! In IPO land, it has also…

Healthcare

9 min read

One Medical S-1 IPO analysis
One Medical S-1 IPO analysis
Healthcare

9 min read

Marcos Bento

Marcos Bento

65 Followers

Writing things that interest me

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