unit economics
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Mar 23, 2020 by Michael Mauboussin · across every show →
Everything said about unit economics, oldest first
Mar 23, 2020
Mauboussin: Accounting losses often mask highly profitable investments in intangible growth
“So saying this slightly differently, you might have two companies They're both losing money, but one where the economics are fantastic, and you want them to lose money because they're engaging in NPV positive investments. Another company losing money that's ac…”