“Cord ... is an $8 billion valuation ... at three, four times what we think will be cash flow going forward”
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Said on Monetary Matters with Jack Farley
The Pitch · Jubilee’s: Is $100M Thinking Too Small?
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Updated financial model with a dedicated cash-flow tab to calculate additional cash needed for the Whole Foods launch and revised valuation
“Cord ... is an $8 billion valuation ... at three, four times what we think will be cash flow going forward”
“‘What I want is that £3,500 to turn into £15,000 worth of additional cash flow.’”
“I was offered a nationwide Whole Foods launch within two weeks after meeting the new buyer.”
“Klarman may be looking at 37% AWS growth… discounted cash flow model… stock nearly 39% undervalued”
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