XRO 0.71% $140.49 xero limited

Massively overvalued. Lifetime Customer Value way way way below...

  1. 4,178 Posts.
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    Massively overvalued. Lifetime Customer Value way way way below market cap. It would take 7+ years of adding $2b in LCV to even get close. if they could monetize harder they already would have. it's at scale with apps etc .. where is the big growth or big profits? This is a very good product, very sticky, but hardly growing and the shares are already pricing in at least 7 years of growth... I'm not short, just giving a rational bearish view.
    https://hotcopper.com.au/data/attachments/3461/3461570-108ebbca738c1a03571748290ddfa1bf.jpg
    https://hotcopper.com.au/data/attachments/3461/3461573-88a0f903e45311f552cfec8110ea5ea0.jpg
    Last edited by polarbear666: 12/08/21
 
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