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Mr. Beat Up

👤 Speaker
190 total appearances
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Appearances Over Time

Podcast Appearances

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

I mean, healthcare in America is more than annoying.

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

It's debt-inducing and life-ruining a lot of the time.

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

And obviously, that's more like hospital stays and surgeries.

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

But America is Kafkaesque and expensive.

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

And if they can simplify that, yeah.

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

So another way to think about does it make a great product or service is how much people are spending with it.

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

And the revenue story is pretty incredible.

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

In 2020, it made $148 million.

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

From there, this is its annual revenue growth each year.

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

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

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

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

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

I mean, Q1 was bad.

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

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

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

And then Q1, they fell back into unprofitability.

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

So it was a warning sign.

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

Okay.

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

Yeah, I think so.

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

All right.

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

Let's go.

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

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