MI118: Emerging Industries and Affirm Deep Dive w/ Simon Erickson
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 10 November 2021
⏱️ 71 minutes
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| 0:00.0 | You're listening to TIP. |
| 0:03.0 | I mean, so much of this is the digital world now, right? |
| 0:05.6 | We have got a completely different way of analyzing companies than we did in the turn |
| 0:09.6 | of the year 2000 because it's been more and more focused on recurring revenue and software |
| 0:15.0 | as a service. |
| 0:15.9 | And that's why you see these metrics like net dollar retention rates coming out. |
| 0:19.7 | Average annual recurring revenue, |
| 0:21.4 | average contract sizes, all of these kind of things are with the understanding and the |
| 0:26.6 | expectation that you're going to have 90% plus retention rates in a recurring model. |
| 0:34.7 | Hey, everyone. Welcome to the millennial investing podcast. As always, I'm your host, Robert Leonard. |
| 0:40.4 | Before we dive into today's episode, I'm super excited to introduce to you my new co-host |
| 0:46.8 | and the new main host of this show, Clay Fink. He just recently joined the TIP team, |
| 0:52.5 | and starting with this week's episode and going forward, |
| 0:54.7 | you're going to start to hear a lot more of them. |
| 0:56.4 | So I wanted to take a minute and introduce Clay to you all. |
| 0:59.7 | Clay, welcome. |
| 1:01.0 | Robert, thank you so much for the introduction. |
| 1:03.5 | It's an honor to be the next co-host of the Millennial Investing Podcast. |
| 1:07.5 | I'm very excited to be a part of the TIP team and extremely grateful for this opportunity. |
| 1:12.6 | You and I have been chatting for weeks now as we've gone through this application process, |
| 1:17.8 | so I've gotten to know you a bit. But for the audience who doesn't know who you are, |
| 1:22.4 | give us a background on who you are and how you got to where you are today. |
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