consumer company
2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Feb 12, 2024 by Alex Taussig · across every show →
Everything said about consumer company, oldest first
Feb 12, 2024
Taussig: Post-COVID consumer cohort degradation caused 2022 cash burn spikes
“If you look at any consumer company, in 2020 and 20 21 their cohorts look fundamentally different than they did in 2022 and 20 23 they just performed different people were adopting new behaviors a lot of those behaviors did not stick and a lot of projections a…”
Aug 26, 2024
Khan: Revenue multiples work for SaaS, but not delivery or consumer firms
“It's totally fair to look at SaaS business that way, because SaaS business, you know, many of the SaaS business has very high gross margins, and they have a very, very high profit margins at a steady state basis. So you can predict the cash flow Based on the c…”