Investing by the Books cover image

#29 Mark Mahaney: Nothing But Net

Investing by the Books

CHAPTER

Scale Solves Just About Everything

In the book, you say that scale solves just about everything. You get you do consistent premium revenue growth for a long period of time, and you will scale against those fixed costs. And unless your variable cost structure is really upside down, if you really are selling dollars for 95 cents or 90 cents or 50 cents, o as long as you're not doing that, yo, revenue growth can kind of solve most business model chonces. I didn't know, but i thought they would for a variety of reasons i go into in the book. It's one more piece of lesson that, a, you can invest in unprofitable companies on the belief that they will be profitable one

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