Etsy Deep Dive Company Analysis
Stock Stories
English - April 27, 2022 10:00 - 32 minutes - 22.5 MB - ★★★★★ - 27 ratingsInvesting Business stock stories stocks investing stock investing value investing stock market stock analysis company analysis fundamental analysis mental models Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Accenture And The Beginning Of Consulting
What is Etsy’s business model and how does it make money? Though a few weeks ago we broadly covered this business, today we’re doing a deeper dive to understand some of the financials in order to understand Etsy’s investment thesis.
0:00 - Start
3:15 - What Does Etsy Do?
8:20 - Metcalfe’s Law
13:50 - Fundamentals
17:40 - Return On Equity
22:40 - Return On Invested Capital
29:43 - Risks
31:03 - Final Thoughts On Etsy
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