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kappachino's avatar

Thanks for answering my previous question.

Overall strong numbers but decelerating revenue makes it harder to justify the premium valuation (although been less premium with the selloff).

I notice your summaries don’t really take valuation into account. Is that part of your evaluation process? Or perhaps a less important factor?

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kappachino's avatar

Great summary. Can you detail how did you calculate

↘️CAC* Payback Period 5.8 Months (-0.5 YoY)🟢

↗️R&D* Index (RDI) 1.41 (+0.03 YoY)🟢

Thank you!

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