… transactions 731mn Care.com CRCM US paying families 266,607 (4% y/y) Fitbit FIT 1Q unit sales and gross margin 3mn/39% GoPro GPRO 1Q unit sales and gross margin 800K/35% GrubHub GRUB Gross food sales growth 26% Match.com MTCH Paid Member Growth 17% OnDeck Capital ONDK 1Q origina...
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… 3) competitive risk from competitors out-innovating, and 4) execution risk on channel build and inventory management. GoPro (GPRO) Our $8 price objective is based on 10x our 2018E EBITDA, in line with the peer average of 10x, which we believe is appropriate given its slightly...
…fair W W US Justin Post Yelp YELP YELP US Justin Post Care.com CRCM CRCM US Justin Post Fitbit FIT FIT US Nat Schindler GoPro GPRO GPRO US Jason Mitchell Pandora Media, Inc. P P US Nat Schindler TripAdvisor TRIP TRIP US Nat Schindler Twitter TWTR TWTR US Justin Post ZYNGA ZNGA ZN...
…ustin Post Yelp YELP YELP US Justin Post UNDERPERFORM Care.com CRCM CRCM US Justin Post Fitbit FIT FITUS Nat Schindler GoPro GPRO GPRO US Jason Mitchell Pandora Media, Inc. P PUS Nat Schindler TripAdvisor TRIP TRIP US Nat Schindler Twitter TWIR TWIRUS Justin Post ZYNGA ZNGA ZNGA...