Awesome write-up. Really gave a good picture of this company. I hear about it so much in the investing world, but I’ve never really looked into it. Nice work!
Incredible deep dive that has finally helped me understand the hype on a name I’ve heard so much about but knew very little on! Would be very interesting to look at governance, management incentive (you talked about stock based compensation) and how much growth is priced into current valuation. Completely agree that the focus should be competition given the very public success of the company it would be surprising not to see very well capitalized companies entering the market.
Awesome write-up. Really gave a good picture of this company. I hear about it so much in the investing world, but I’ve never really looked into it. Nice work!
Thank you very much!
Incredible deep dive that has finally helped me understand the hype on a name I’ve heard so much about but knew very little on! Would be very interesting to look at governance, management incentive (you talked about stock based compensation) and how much growth is priced into current valuation. Completely agree that the focus should be competition given the very public success of the company it would be surprising not to see very well capitalized companies entering the market.
Thanks for the kind words!