“That's our hero product. ... it's a subscription play. It's like an 84% take rate on subscription.”
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Said on Operators
“A 53% adjusted EBITDA margin ... 84% of their revenue comes from recurring subscriptions.”
Motley Fool Hidden Gems Investing · Is Berkshire Bending the Rules With Bending Spoons?
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What was described
achieve an adjusted EBITDA margin of 53% and 84% of revenue from recurring subscriptions
53% EBITDA margin, 84% recurring revenue
Said nearby on the same subject
“FinalLoop… have this new MCP… brands doing a million dollars or more a year on TikTok Shop… 35X more revenue growth, 35X more EBITDA, and about 37X more contribution margin.”
JW
Jordan West
The Unofficial TikTok Shop Podcast with Jordan West ·
“I assumed revenue would continue growing at a rate of about 15%… margins to expand from 20.6% to 21%… EV to EBITDA multiple about 15 times… base case price of about $215”
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Said on The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
“We have one of our portfolio companies already operating at a 76% EBITDA margin”
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Said on Closing Bell
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