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Global Micro's avatar

I would expect marketing expense to go in tandem with revenue for at least next few Qs and company operating at breakeven because it's 100% focused on growth (and FWIW I think it's the right strategy right now). The goal is to scale up as fast as is possible without dilution/overleveraging. Being asset-light is huge + in this case.

BTw They hinted on a call that 20% EBITDA margin could be a normalized number if they stop investing hard for growth.

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Asher's avatar

Thanks! Great read and intriguing company.

" and $1.3M of other short term assets"

What is included under this?

I couldn't find these numbers in the balance sheet. Would be happy to learn.

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