About

Foobarred is a bi-weekly newsletter that diagnoses broken profitability patterns in SaaS companies.

Every issue takes one question a real founder or CFO would ask — “Why did that 15% discount blow a hole in my margins?” — and runs it through a whale curve / unit economics lens. 500–800 words. No filler.

Who writes this

Vince Fulco, CFAhas spent three decades dissecting what makes companies profitable and what quietly bleeds them dry — from equity research desks and hedge fund portfolios to building businesses across the US and Asia. Now he's applying that analytical lens to SaaS customer profitability through the whale curve.

He's building MarginLevers, a profitability diagnosis tool for SaaS companies. Foobarred is where he works through the patterns publicly — each issue is a forcing function that builds deep, retrievable expertise in a specific profitability problem.

The methodology

The analytical framework comes from Jason Cohen's whale curve methodology: rank your customers by profitability and you'll find the top 20% generate 150–300% of your profits, while the bottom 20% destroy 50–200% of it. Most SaaS companies have never done this analysis. The ones that have usually wish they'd done it sooner.

Why “foobarred”

Developer slang, rooted in FUBAR. If your margins are foobarred, something is fundamentally broken and you probably don't know where. That's the problem this newsletter diagnoses — one pattern at a time.