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Time stamps:
0:00 – Naked Wines stock
1:47 – Norbert Lou (Punch Card Management)
5:40 – Wine industry basics
8:55 – Subscription model
11:07 – Working with winemakers
14:36 – Long term growth
16:41 – Key markets
18:43 – Margins
19:19 – Profitability metrics/Standstill EBIT
24:00 – Remaining questions/Final thoughts
Enjoy 🙂
Disclaimer:
I am not a financial adviser. This video is for education and entertainment purposes only. Seek professional help before making any investment decision.