DAU to MAU
- for Meta, 78.9% 2.88/3.65 across family (FB, WA, Messenger, IG), Q2’22
Dupont Analysis - decomposes ROE into 3 potential parts, is it a high margin, turnover, or leverage business?
- ROE = Profit Margin * Asset Turnover * Equity Multiplier
Investing
SAAS rule of 40, growth rate + FCF >= 40%
(Coatue’s) Rule of 200 for fintechs,