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Jeff Jordan - Building & Investing in Marketplaces - [Invest Like the Best, EP. 276]

Invest Like the Best with Patrick O'Shaughnessy

Le gen is a Partoit of the equation

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The best models are ones that don't really rely much on paid acquisition. The best ocbers have figured out ha to get useor demand at scale through a user proposition. If the cohorter never bottoms out and just keeps going down, that's just plain smashing into the ground. What would be things that you would not want to see if you were considering investing? Cohorts just tell you so much about what is happening. I'd rather do that than pick up the phone and have that experience of, can you hold sir get back to you and call multiple restaurants.

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