Equity Mates Investing Podcast cover image

How to value a company: XERO (ASX: XRO) Pt. 2

Equity Mates Investing Podcast

00:00

What's the Competitive Advantage of Zero?

In 2017, revenue was $295 million; by 2022 it's expected to be $1.1 billion. The game has not been increasing prices but getting people in the door. What we will see as the business grows is we'll see that CAC probably increase because the harder customers are really resistant to change and they cost more money to convince.

Play episode from 10:21
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app