Share
3,133 Posts.
lightbulb Created with Sketch. 1321
clock Created with Sketch.
24/12/24
13:08
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.