
098: I had to sell it
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
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Analyzing Card Litics' User Definition and ARPU
This chapter discusses the change in the definition of users for Card Litics and how it affected the monthly active user count. They also talk about the average revenue per user and the expected uplift after the implementation of the new user interface. Speculations about Starbucks' advertising and its impact on Card Litics' ARPUs are also mentioned.
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