“We’re seeing usage-based pricing, hybrid contracts, and something called a credit… outdated revenue architecture can kill a great pricing idea”
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Said on Run the Numbers
“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”
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP853: Aritzia (ATZ.TO): The Women's Apparel Brand Conquering the US, plus Nike, Lulu, and More w/ Kyle Grieve & Shawn O'Malley
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What was described
model Aritzia revenue growth at 15% annually and margin expansion to 21% to derive a base case price of $215
15% revenue growth, margin 21%, EV/EBITDA 15×, base price $215
Said nearby on the same subject
“Investors can expect 15 to 20 percent asset growth annually for seven years… We were about 25 percent.”
OA
Omar Aguilar
Masters in Business ·
“We're looking at something like $8 million, $10 million of annual growth of revenue by adding one of those specialty providers”
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Said on Pharmacy Podcast Network
“Giving away 125 free meals a week… prices represent the lowest price he can charge and still meet all of his expenses… menu priced at basically a zero profit margin.”
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Said on The Daily
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