What is Etsy’s business model and how does it make money? Though a few weeks ago we broadly covered this business, today we’re doing a deeper dive to understand some of the financials in order to understand Etsy’s investment thesis.
0:00 - Start
3:15 - What Does Etsy Do?
8:20 - Metcalfe’s Law
13:50 - Fundamentals
17:40 - Return On Equity
22:40 - Return On Invested Capital
29:43 - Risks
31:03 - Final Thoughts On Etsy
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