Focused Compounding cover image

Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter

Focused Compounding

00:00

What Are Your Next Steps?

It would seem that they probably ad this could be wrong, but you would assume they have a very small number of customers and good product economics. You know, we'd have to learn about the business to know if thits is really true. But just based on things like revenue growth and expense growth that we're seeing, it would just seem hard to believe that you actually have a big increase in terms of the number of people using your product. That seems unlikely,. since if the perod that we're looking at, that's good, the revenue growth numbers are so low.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app