Investing Power Hour #68: Did Carvana Save Itself? AI ReBubble Continues; 2023 Predictions Update
Chit Chat Stocks
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The Differences Between Adi and Stripe
The gross take rate was higher at stripe than it was at Adi and more small businesses. The cost base, the total cost base for Adi and is about $634 million. For stripe, keep in mind that 3.2 billion in revenue, total cost base is 3.28 billion. So you're looking at e-bodel margins for stripe of negative 3% versus 55%.
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