Australia's largest stock trading and investment forum Australia's #1 stock forum

Fund managers, page-1564

First 1564 Last

Share
Profile

Follow
lost

3,135 Posts.

1321

24/12/24

13:08

Post #: 77177856
Share

Originally posted by saintex: ↑

Interesting what you say about "cost of acquiring customers".

That's one of the main element I am watching for a couple of companies : EZZ and Airtasker (ART).
The problem in both cases is that these companies are spending a lot on marketing expenses (not necessarily a problem), but do not disclose anything about their level of returning customers.
So, you do not know if they are acquiring one off customers or loyal customers.

Also quite strange what ART is doing : they do not book a significant part of their marketing expenses in their EBITDA and cash flow (due to their equity for marketing deals).
And auditors do not even put a remark about it in their report.
Anyway, the market does not care as the stock doubled in 1 year.

Expand

That is the big thing with HelloFresh (HFG.DSE).
They are selling more to existing clients through the Ready to Eat product channel. This lowers cost to acquire customers.

Another good example of using AI for customers is Netflix. I haven’t got to this chapter yet.
1 Upvote

Reply

Top Stories

MEM

Many are concerned about global falling birthrates. This diverse stock has solutions

Listen: HotCopper Wire Podcast 013 - They changed the IPO rules (and that's a good thing)

LU7

Lithium Universe leaps 40% after buying rights to flashy solar panel recycling tech

ASX Market Open: Shares down as Trump threatens 'real end' to Israel-Iran conflict | June 18

Almonty Industries – Now it is getting critical!

First 1564 Last

SPONSORED BY