Discover and read the best of Twitter Threads about #ROAS

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It is said that the VALUE is in the eyes of the beholder so in the next 15 min, let me derive the VALUATION range for #Mamaearthipo with facts and figures.

A thread 🧵
#mamaearth became the 1st unicorn in 2022 with signs of profitability and is likely to be the 1st new age D2C Startup to have an IPO after audiotech brand #Boat withdrew its IPO plans earlier this year citing uncertain market; it is imp to understand the positioning of #Mamaearth
Although D2C Startups command a higher Valuation, approx 60% of the Sales of #mamaearth comes from third party e-commerce marketplace including Amazon, Flipkart and Nykaa
Honasa Balance Sheet shows huge Trade receivables of 141 Cr which shows that it is dependent on offline sales
Read 14 tweets
J'ai gagné des millions en vendant des #PDF à 37€ TTC l'unité. Voici quelques enseignements
Certaines boîtes "underground" font des centaines de millions voire des milliards en vendant des PDF. Par exemple : Agora Financial aux US qui réaliserait 1,4Mrd$/an.
Les grosses niches sont les mêmes depuis 20 ans : santé naturelle, investissement, séduction, gagner de l’argent sans travailler …
Read 32 tweets

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