This week’s podcast is on Ant Financial vs. Square. And has an introduction to the inside vs. outside view and base rates.
Key question: What will drive Square’s growth?
Common metrics for base rates:
- Sales growth
- Gross profitability (gross profits / assets)
- Operating leverage. Change in operating profits relative to change in sales.
- Operating profit margin
- Earnings growth
Related podcasts and articles:
From the Concept Library, concepts for this article are:
- External vs. Internal View
- Regression to the Mean (average / base rates, rate of regression)
- Payment Platforms
- Marketplace Platforms
- Complementary Platforms
From the Company Library, companies for this article are:
- Ant Financial / Group / Alipay
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