The hidden monopoly is getting stronger
A nice turn of events
Great news!
The thesis we laid out in our first deep dive is getting stronger.
This morning at 00:30 AM (I had to stay up due to the time difference) the company reported its half-year earnings.
I believe they were stellar.
+17% revenue growth
750% increase in order value on their marketplace
A new product they plan to launch that is an order of magnitude better than what currently exists
17% might not look like much, but you have to consider it’s history:
In addition, the CEO was able to answer some of my questions.
The below earnings report is more detailed than usual because I have a lot of ground to cover.
Here we go ⬇️