Bonus episode: Randy Baron updates $AMRS and $RNLX
Yet Another Value Podcast
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Are You Seeing a Three to Four X Increase in the Spend?
Amoris is starting to get other revenue lines than just its own products. They bought a company out of a cambridge, not cambridge, mass chusets,. Bunch of former gamers called beauty laps o spend a lot of money on this for basically 25 or 30 a data scientists. But what these guys are doing is essentially creating augmented reality. And the number one cratique of this company is, oh, it's just a consumer brin, right? So it should just have c p g multiples on but what they're missing is that had they gone any other vertical, it would have taken two to three times longer to monetize what they're making.
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