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The S One Is Incredibly Straightforward and Does Not Have a Cohort Analysis - So, We're Only Going to Show X Y Z.
Lassians had a full cohort analysis in their s one. They've just got an organically really great business, and they're just telling the story. There was a huge disconnect between snap positioning themselves as a quot andqote camera company,. The investor community said, wait a minute, insta gram just kneecafed your growth.