Barrett Daniels

@barr5tt

CEO of , working on IPOs every day - like lots of them and I love them. Accountant too. 🤓

San Francisco / Silicon Valley
nextstepadvisory.com
Joined July 2008
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  1. 21 hours ago

    More

  2. Jun 9

    Cy's preschool graduation

    1 like
  3. Jun 8

    Oh good. It is super smart that Snap with the worst financials I have ever seen would have this, crazy smart

    1 like
  4. Jun 7
    Replying to

    That said, Uber isn't a startup and should've made this change a while ago. This is why JOBS Act sucks, co's like Uber should be public

    1 retweet 1 like
  5. Jun 7

    This sucks a lot but this is so normal here in Bay Area, I would've been shocked to hear different

    1 reply
  6. Jun 7
    Replying to

    Probably not an accident that they chose this presentation, usually a pretty calculated move for an IPO company with a public comp

  7. Jun 7
    Replying to

    If GAAP financials did show GP, they would likely have to include additional costs in COGS. This presentation allows some leniency

    1 reply
  8. Jun 7

    Another reason is that they are kind of cheating by not showing a true gross profit

    1 reply 1 like
  9. Jun 7

    This chart sucks

    1 retweet 1 like
  10. Jun 5
    Replying to

    Not to mention this sub events footnote is 4 pages of mostly shitty news. I seriously can't remember a longer SE footnote

    2 likes
  11. Jun 5

    Feels like there are loads of similar companies in this crazy crowded space, no thanks

    1 reply 1 retweet 1 like
  12. Jun 2
    Replying to

    Confusing why recent loss so large but maybe a true blip. Next Q will be interesting. Better than expected but I still hate the industry

  13. Jun 2
    Replying to

    Debt is big but they have a couple of years to pay and decent cash. Cash burn also looks worse than it is due to dumb lease accounting

    1 reply
  14. Jun 2
    Replying to

    That they don't show true gross margins is fishy, & I've never even heard of a 'Product, Tech, G&A' line item, but even worst case seems ok

    1 reply 1 like
  15. Jun 2
    Replying to

    Pretty surprised as I genuinely thought this industry was impossible & was never very impressed with Blue Apron but this isn't bad

    1 reply
  16. Jun 2

    Blue Apron S-1 out and interesting

    1 reply
  17. Jun 2
    Replying to

    Nothing odd about 2015 at all, we're probably not going to pay for that

  18. Jun 2

    Too many unicorns

    1 reply 1 retweet 1 like
  19. Jun 2

    This podcast talks IPOs all the time and I love it, good stuff

    podcast ep with the cool kids + an M&A banker + jokes
    1 reply 2 retweets 7 likes
  20. Jun 1
    Replying to

    An awful lot of 'accounting' discussion this morning which is always fun 🤓

    2 likes

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