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
Ann: 2022 Annual Report and Appendix 4E, page-87
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$136.40 |
Change
0.960(0.71%) |
Mkt cap ! $20.81B | |||
| Open | High | Low | Value | Volume |
| $136.52 | $137.38 | $135.44 | $36.87M | 270.3K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 178 | $136.37 |
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| Price($) | Vol. | No. |
|---|---|---|
| $136.40 | 768 | 1 |
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