Panic with Friends - Howard Lindzon cover image

Greg Bettinelli of Upfront Ventures on 'Walking Tall', Large Secondary Markets, and Innovation (EP.168)

Panic with Friends - Howard Lindzon

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The Change of Behaviour in Stock Trading

Companies are lapping q two and c three, which were very strong for many companies. The reason they were so strong was custom r aquisition costs went weigh down. And therefore the margin profiles and unit economics of these businesses were far better than they might have been. Yeean: We simply, the only thing that hasn't changed post covetis, there's still only 24 hours ind a day,. That is the only thing we know is going to be consistent in the future.

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