David Hauser
๐ค SpeakerAppearances Over Time
Podcast Appearances
I also have the original matrix.
If anyone wants it, just let me know.
I'm happy to talk about it.
But so so here's how we think about these things at the top is revenue.
Right.
Each of these are rated on a one to one to zero to three scale.
And as you step down, it makes a lot more sense.
Right.
So revenue, the higher the revenue, more importantly, and it's not just because it's the number, it's because it gives us cushion.
Right.
It means if we make mistakes after we acquire things, we have more chances to make another mistake to correct it or kind of go through that process again.
So that's why the smaller the company, the higher the risk.
EBITDA the same, it kind of translates through.
If I'm looking at a company that has a million dollars of EBITDA,
that's much more risky than a company that has four, right?
It's pretty easy to lose a million dollars in a mistake, right?
So again, it's about comfort and cushion, right?
AOV, this is for a direct-to-consumer, like I said, but same concept.
This just tells me how much money can I spend on marketing?
That's the only thing that I care about here.