high-churn businesses
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 29, 2024 by Ryan Akkina · across every show →
Everything said about high-churn businesses, oldest first
Jan 29, 2024 negative
Akkina: Avoid businesses needing annual balance sheet reinvestment or having high churn
“You have to be very careful with businesses where you have to reinvest the balance sheet every year. You have to continuously reinvest the customers, right? So other parallels I sometimes notice, things like gaming, where maybe you have a very high churn rate …”