Dronamraju Ravi Prakash

that there's a company with a 1.3 million people subscribing to it's service, average subscription price is 20$, with a churn of 5.2% - trending lower - and expected to grow revenues coming year at a healthy clip of 50%.
In fact, analysts estimate avg. rev. growth for next 5 years should be about 47.5%. Sounds like a growth stock doesn't it? Good.
But are they investing too fast? What's their cash flow like? What price is that revenue growth?
Well they have impressive FCF margins of 40% not bad, and the subscriber acquisition costs are stable and about 10% of yearly subscription revenue/subscriber. what that means is they spend 10$ to bring in a subscriber, who spends 100$ a year on the site and they translate 40$ of that into FCF. Sounds very good.
Well the next question would be - what does it cost? Sounds like a good company, but what does it cost to get into this company?
I am going to talk about it soon.. but first.. i gotta talk about Chuck's new blog entry.