
Ep 395. Analyzing 10-Baggers from the Past 10 Years, Industry Returns, and Snap Judgments from Twitter
Focused Compounding
 00:00 
The Importance of Deferred Revenue in a Recession
The company says it has 17 million digital platform members. The paid digital platforms members are only 840,000. They say that they make per average customer? How much? $520 a year. It's probably too close to comfort for us. I don't think I would invest in the industry.
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