Howardy
:
They showed that they have great moat by landing so close to estimates despite supply chain problems. Add to it the recurring earning power of charging $20 more per subscriber from 200 mil (and growing) subscribers. 4-5 bil a year more in revenue just produced out of thin air.
Howardy : They showed that they have great moat by landing so close to estimates despite supply chain problems. Add to it the recurring earning power of charging $20 more per subscriber from 200 mil (and growing) subscribers. 4-5 bil a year more in revenue just produced out of thin air.