> how strongly they're investing in growth The combined LR isn't 72%. The combined LR includes marketing and sales. I'd argue the pure LR should be evaluated

> how strongly they're investing in growth The combined LR isn't 72%. The combined LR includes marketing and sales. I'd argue the pure LR should be evaluated without respect to growth. If you want to adjust for growth look at the combined LR which doesn't look too pretty. But if they can manage to get that LTV it will be a big success