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
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Last
$140.88 |
Change
-1.590(1.12%) |
Mkt cap ! $21.43B |
Open | High | Low | Value | Volume |
$140.43 | $141.30 | $138.60 | $25.49M | 181.9K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
9 | 67 | $140.85 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$140.91 | 56 | 5 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
6 | 51 | 140.750 |
2 | 10 | 140.740 |
2 | 17 | 140.730 |
2 | 11 | 140.720 |
2 | 14 | 140.710 |
Price($) | Vol. | No. |
---|---|---|
140.800 | 80 | 11 |
140.810 | 32 | 2 |
140.820 | 34 | 5 |
140.830 | 16 | 3 |
140.840 | 9 | 1 |
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