8% Value Activist

8% Value Activist

Ideas

Investment Idea #19

Another marketplace business model with high ROE

8percentpa's avatar
8percentpa
May 02, 2024
∙ Paid

The stock we are discussing today is another business with the formidable marketplace business model. It provides the platform for buyers and sellers and has no COGS. This company has further expanded into essential peripheral services that its customers required.

Marketplace, connectedness and high margins
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