Equity Mates Investing Podcast cover image

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

Equity Mates Investing Podcast

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What's the Risk?

The assumption in your model was in 2032, there'll be 7 million users. Unless Australia has massive population growth or Australia and New Zealand businesses just boom and we pump out like four more Atlassian's,. they're going to need to crack overseas. And so most of the growth from the business will come outside New Zealand. People think that North America is where they were trying to make a big splash but as far as I know it still isn't happening.

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