Answer: They would have grown even more slowly than they did....
Scaling argument is weak if you're not getting low customer acquisition costs as a result of reinvesting to scale better + network effects.
Buying customers expensively isn't a sign of a great SAAS business IMO. GLTAH, you may need it in this new anti growth stock meta
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- Ann: 2022 Annual Report and Appendix 4E
Ann: 2022 Annual Report and Appendix 4E, page-87
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Last
$172.61 |
Change
1.610(0.94%) |
Mkt cap ! $26.36B |
Open | High | Low | Value | Volume |
$170.49 | $172.61 | $169.08 | $129.3M | 754.7K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 81 | $171.78 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$172.69 | 30 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 81 | 171.780 |
1 | 11 | 171.400 |
1 | 1459 | 171.040 |
1 | 1459 | 170.870 |
1 | 1459 | 170.690 |
Price($) | Vol. | No. |
---|---|---|
172.690 | 30 | 1 |
172.890 | 20 | 1 |
172.990 | 1000 | 1 |
173.000 | 1944 | 8 |
173.250 | 100 | 1 |
Last trade - 16.10pm 15/11/2024 (20 minute delay) ? |
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