XRO 0.94% $172.61 xero limited

Ann: 2022 Annual Report and Appendix 4E, page-87

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  1. 4,182 Posts.
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    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
    Last edited by polarbear666: 15/05/22
 
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$172.61
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