Mr. Beat Up

speaker

680 appearances 3 recordings 1 series first heard Jun 2026 last heard 8 Jul

Mr. Beat Up’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Jun 2026 with 2.

Appearances

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Equity Mates Investing Podcast · What’s a hydration break worth & Mr Beat-Up divides Bryce and Ren · 21 Jun 2026 podcast

84%, 94%, 66%, 70%, 59%.

And all of that adds up to now doing $2.35 billion in revenue.

I mean, Q1 was bad.

We might get to it, but they had done nine profitable quarters in a row.

And then Q1, they fell back into unprofitability.

So it was a warning sign.

Okay.

Yeah, I think so.

All right.

Let's go.

Number two, will it continue to earn above market profits?

And obviously it's a growing business and it hasn't been profitable for that long, but I guess, you know, in the fullness of time, will it be able to make above market profits and we'll be able to defend that from competitors.

I think that's fair.

I own it and I would agree that there's no switching costs.

Well, there's low to no switching costs for this business.

My counterpoint would be Amazon also has low to no switching costs.

It's like, can they build this infrastructure in a way that no one else can?

So I think for the checklist, it has to be a no.

I think so.

Yeah.

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