"“I do think you’ll see some dead unicorns this year”Trechos retirados de "Negative Gross Margins"
“There are a considerable number of unicorns that will become extinct.”
The most likely scenario is the thing that has been driving growth (and valuations) for these companies ultimately comes home to roost. And that is negative gross margins.
And so most of the companies out there who are growing like weeds using a negative gross margin strategy are going to find that the capital markets will ultimately lose patience with this strategy and force them to get to positive gross margins, which will in turn cut into growth and what we will be left with is a ton of flatlined zero gross margin businesses carrying billion dollar plus valuations."
quarta-feira, novembro 11, 2015
No entretanto (parte II)