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Your concern about their business is that demand for their products is growing so stratospherically that they cannot meet that demand easily? I mean that's like
by energy123 5mo ago
Your concern about their business is that demand for their products is growing so stratospherically that they cannot meet that demand easily? I mean that's like an A+ scorecard for any business. Everyone in business would dream of such a scenario. That's called a luxury problem.
- kimixa 5mo agoBut each new customer is still losing money. As I said, subsidized growth only matters if you can recoup those subsidies afterwards - and that's what I'm not sure will be true. I think the idea of "all growth is good no matter the cost" has been taken to an extreme.
- energy123 5mo agoLosing money based on what? COGS? It really sounds like you're hating on a growth company for not being an airliner.