No. of Recommendations: 3
On the subject of TAM, SaaS IPOs, and having a stab at where a company is on the S-curve, I have been finding the writing of this VC great reading


There is a ton of interesting S-1 based analysis here - maybe we can to glean insights into the future from looking at the past

Oh and another plug for help with my community research SaaS spreadsheet for metrics - I think most of the data is up to date, but there are probably things I've missed - the spreadsheet it drectly editable.

An introduction to it is here:
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